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ERES GESTION

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

Before investing in funds, we make due diligence on the company who manage the funds. In our questionnary we send every year, we have a part on ESG factors and Responsible Investment. We put a comment and a flag :

  • Green for company with best practices or with significant improvements between current year and last year
  • Orange for company which have a Responsible Investment policy but no applicate in whole their asset management
  • Red for company which don't use ESG criterias and have no Responsible Investment policy

We invest in priority in funds managing under ESG Criterias, we overweight these funds. We constat that more and more assets managers try to include ESG in the selection of issuers.

 

Eres Gestion applies exclusions in application of its SRI policy.

These exclusions relate to the Ottawa Convention and Oslo Convention, which prohibits the use, stockpiling, production, transfer of anti-personnel mines and cluster munition.

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?
Positive/best-in-class screening

06.2. Additional information. [Optional]

The assets managers we select are signatory of Oslo agreements. They have a exlusion list of States and companies to forbid investments in clusters bombs and weapons producers.
At our level of fund of funds managers, we assure that a list of exclusion exist in theses assets managers.
We don't participate directly in market bonds, we don't select issuers.


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