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KBC Asset Management NV

PRI reporting framework 2019

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

For all funds we use exclusion (of controversial weapons, agro crops and livestock and controversial countries) and norms based screening (exclusion of UN Global Compact worst offenders)

For our sustainable funds we exclude moreover all weapons, tobacco, gambling, fur and speciality leather, adult entertainment, fossil fuels.

Screened by

Description

BIC company screening (best 40% based on >100 indicators) and BIC countries screening (best 50% based on 15 indicators of Developed markets, best 25% based on 14 indicators of Emerging markets).

Screened by

Description

For all our funds worst offenders of the UN GC principles are excluded. For SRI funds, all companies with any controversy 4 or 5 (scale 0-5, 5 is worst, database Sustainalytics) are excluded + non-compliant companies according to Sustainalytics  

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Screening criteria are established in consultation with our independent SRI Advisory Board. The criteria can be reviewed every quarter, as the Board comes together. The universes are completely updated once a year, with an interim update of  UN Global Compact and Blacklist Controversial Weapons every 6 months and ad hoc updates if necessary (new criteria or ad hoc exclusions). Our methodology is published on our website.

 


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached (Private)


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