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Quoniam Asset Management GmbH

PRI reporting framework 2019

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

A negative screening on companies with activities in the production of controversial weapons is applied to all mandates.

A more advanced principles based screening is applied wherever mandated by customers, e.g. in the Quoniam Funds Selection SICAV, which follows internationally accepted guidelines such as the UN Global Compact, the Principles of Responsible Investment and the Oslo convention. In addition to the basic screening, this excludes companies with controversial practices or activities in areas such as human and labour rights, environment and climate change, corruption, and tobacco.

04.3. Additional information. [Optional]

FI 05. Examples of ESG factors in screening process (Private)

FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Negative/exclusionary screening?
Positive/best-in-class screening
Norms-based screening

06.2. Additional information. [Optional]

Data for negative and positive screens are sourced from reliable sources and automatically mapped to ensure a comprehensive analysis of all issuers in the investment universe.

Positive / white list screening is applied where clients have mandated the use of positive screening.

Norms based screening is integrated in positive/negative screening.

Positive and negative screens are automatically applied during portfolio construction and also monitored in an independent investment guideline compliance system (MIG 21).