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Nordic Credit Partners

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

Please see answers provided in previous sections.

Implementation:

Norms-based approach:

  • During the reporting period, the company has applied an internally conducted screening.
  • Sources used to collect relevant data include Google and other web search tools, news in media, the company, information in financial management system, the networks of employees incl. network of industrial advisors.
  • Based on mentioned sources, Nordic Credit Partners evaulate companies against the UN Global Compact principles to base investment decisions on.
  • In the event of business conduct issues, found either pre- or post investment, Nordic Credit Partners would evaluate available information to build an understanding of severeness and thereafter potentially contact the company for their view. Depending on understanding of issue, Nordic Credit Partners would choose to either refrain from investment, engage with the company to reach desireable results, or divest.

Negative screening approach - exclusion of the sectors/product involvement areas of Gamling and Oil & Gas:

  • Nordic Credit Partners refrains from investing in companies within these sectors due to ethical beliefs and financial investment considerations.

04.3. Additional information. [Optional]

From 2019 onwards, Nordic Credit Partners has comissioned Sustainalytics to provide norms-based and product involvement research for the portfolio and potential investments two times a year. Product involvement areas include Tobacco, Alcohol, Weapons, Adult Entertainment and Gambling.


FI 05. Examples of ESG factors in screening process (Not Completed)


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
Checks
Negative/exclusionary screening?
Norms-based screening

06.2. Additional information. [Optional]


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