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PRI reporting framework 2019

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


We work only with assets managers who signed Oslo agreements and have a intern list of exlusion of companies in weapons and cluster bomb sector.

French assets managers we select often avoid investment in tobacco sector.

Funds we select attach great Value on Corporate Governance.

By the questionnary we sent every year at the asset managers, we can observe if they are more responsibles in their investments and we note all positives pr negatives changes. If the assets managers progress and we note improvements, we declare this asset manager in green color.

We etablished a code color to evaluate efforts made by the assets managers. Red color indicates that asset manager don't use ESG factors in their investments decisions. Orange indicates that ESG factor are not a priority in the fund management. Green color indicate that the company has established a SRI policy and that ESG criteria is all integrated in the AUM managed. Reportings is available and company communicate a lot on SRI investments : reports, meetings, conf call etc...

Screened by


We believe that managing the long-term interests of investors requires good corporate governance. That's why we select funds who attach great Value on Corporate Governance.

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

We work with 25-30 assets managers, Due Diligence are made before investing in their asset management.

Our work is based on quality information they furnished us. We inventory their policy responsible investment and made a conclusion about their work on integration ESG factors in their asset management. We list if an exclusion list of sectors or stocks exists.

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.

          we are working on evaluate every portolio we managed through Morningstar tools and database they have on ESG criterias

05.5. Additional information. [Optional]

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