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Catella Fondförvaltning AB

PRI reporting framework 2019

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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

We screen for exclusionary criteria’s such as Weapon, Tobacco, Alcohol, Pornography, commercial gambling, Fossil fuels (for Catella Avkastningsfond) and norm based criteria’s. The search is limited to listed companies, for non-listed companies there is a dialog with the company.

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
Checks
Negative/exclusionary screening?

other description

          Risk function is controlling and monitoring the fund and its holdings
        
Norms-based screening

other description

          Risk function is controlling and monitoring the fund and its holdings
        

06.2. Additional information. [Optional]

only holdings with a listed equity is monitored through an automated IT system.


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