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Schroders

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) 実施:スクリーニング

FI 04. Types of screening applied

04.1. 実施するスクリーニングの種類を記載してください。

当てはまる項目を全てを選択してください
SSA
社債(金融)
社債(非金融)
ネガティブ/ 排他的スクリーニング
ポジティブ/業界最高のスクリーニング
基準に基づくスクリーニング

04.2. 組織内でアクティブ運用している債券に適用するスクリーニングのアプローチを記載してください。

Schroders fully supports the international conventions on Cluster Munitions and Anti-Personnel Mines (APM), and we will not knowingly hold any security that will derive revenue from these sources.  

We also manage some screened fixed income corporate bond funds based on specific client criteria.  

04.3. 補足情報 [任意]


FI 05. Examples of ESG factors in screening process

05.1. スクリーニング条件に含まれているESG要因の例を挙げてください。

種類

ESG要因

スクリーニング

スクリーニングの説明

The international convention on cluster munitions (the Oslo convention) came into force in 2008, and has subsequently been adopted by various governments within their national legislation. As a result, Schroders has taken the decision to block the purchase of any stock that derives revenue from cluster munitions from our funds globally.

 

種類

ESG要因

スクリーニング

スクリーニングの説明

The international convention on cluster munitions (the Oslo convention) came into force in 2008, and has subsequently been adopted by various governments within their national legislation. As a result, Schroders has taken the decision to block the purchase of any stock that derives revenue from cluster munitions from our funds globally.

 

種類

ESG要因

スクリーニング

スクリーニングの説明

We run segregated mandates which exclude companies involved in some or all of the following activities: tobacco, nuclear, alcohol, adult entertainment and gambling.

種類

ESG要因

スクリーニング

スクリーニングの説明

We run segregated mandates with thermal coal exclusions.

種類

ESG問題および説明

スクリーニング

スクリーニングの説明

We run a mandate which screens out Iran as per the NYS Iran Divestment Act of 2012, given the country’s link to sponsoring terrorism.

05.2. 補足情報 [任意]


FI 06. Screening - ensuring criteria are met

06.1. 債券投資においてファンドスクリーニングの基準に違反がないことを確認するために組織が使用しているシステムを記載してください。

スクリーニングの種類
ネガティブ/排他的スクリーニング​

その他

          Internal audit review of screening processes
        
基準に基づくスクリーニング​

その他

          Internal audit review of screening processes
        

06.2. 補足情報 [任意]

We update data on cluster munitions annually. Other screens are run on a quarterly basis. Changes to the list are coded into our dealing system.


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