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Metzler Asset Management GmbH

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


Upon client request, we apply negative/exclusionary screenings in the investment process, such as conclusions drawn from data provided by MSCI ESG Research or ISS-oekom.

Screened by


Upon client request, we also take best-in-class screenings into account in the investment process.

Screened by


For all equity investments, exclusionary screening is applied based on 120 international norms and conventions. The data stems mostly from MSCI ESG Research. In cases of “very severe controversies,” i.e. serious infringements of these standards, companies are excluded from our investment universe.


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

The screening criteria are established by MSCI ESG Research or ISS-oekom, particulary depending on client requirements.

The screening criteria are continously monitored and depending on the significance of the changes we inform our clients either immediately or within our investment committees.

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.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.5. Additional information. [Optional]

MSCI ESG Research data and ratings are used in the construction. The large MSCI global team of experienced research analysts assesses thousands of data points across 34 ESG issues, focusing on the intersection between a company’s core business and the industry issues that can create significant financial risks and opportunities for the company. Companies are rated on a AAA-CCC scale relative to the standards and performance of their industry peers.

ISS-oekom Corporate Ratings are based on a scientifically developed list of approx. 400 criteria. Intensive dialogue with companies and with independent sources, such as environmental and consumer associations, human rights organisations and anti-corruption initiatives, forms an important part of ISS-oekom's rating processes.

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