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Evli Bank Plc

PRI reporting framework 2019

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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 apply negative screening and exclusion of investments that are not suitable based on Evli's RI principles, or individual mandate's strategy or fund's investment strategy. In Evli's RI principles, companies manufacturing controversial weapons (land mines, cluster bombs, depleted uranium, biologial and chemical weapons) are excluded.

Screened by


We screen all our internally managed funds regularly in order to see whether they have investments in companies that would be violating UN Global Compact principles. The screening is based on MSCI's information.

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

Negative screening criteria and norm-based screening has been approved by Evli's Executive Group. In addition, we have other screening criterias, which portfolio managers establish, based on the mandate or fund they are managing. The negative and norm-based screening criterias are reviewed annually, and other ones as necessary, and changes are communicated transparently to the clients.

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.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.5. Additional information. [Optional]

LEI 06. Processes to ensure fund criteria are not breached

06.1. Indicate which processes your organisation uses to ensure fund criteria are not breached.

06.2. If breaches of fund screening criteria are identified - describe the process followed to correct those breaches.

The fund manager must dissolve the holding within reasonable time. Also the breaches of the screening critera are assessed by Evli's Responsible Investment Steering Group, which includes executives from the Wealth Managment unit.

06.3. Additional information.[Optional]