This report shows public data only. Is this your organisation? If so, login here to view your full report.

PIMCO

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
SSA
Corporate (financial)
Corporate (non-financial)
Securitised
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 negatively screen the investment universe in response to client requests or regulatory requirements to exclude certain investments. In terms of norms based screening, we have a number of accounts that employ negative screening as a means of adhering to certain norm based principles or conventions. For the strategies on our ESG Platform, a proprietary screening process is used that encompasses core and dynamic exclusions.

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

          PIMCO uses an internal Dynamic Exclusions Group for its ESG Platform
        
Positive/best-in-class screening

other description

          PIMCO uses an internal Dynamic Exclusions Group for its ESG Platform
        
Norms-based screening

other description

          PIMCO uses an internal Dynamic Exclusions Group for its ESG Platform
        

06.2. Additional information. [Optional]


Top