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PRI reporting framework 2020

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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。

ネガティブ/ 排他的スクリーニング

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。

The exclusionary screening is the same for fixed income as in listed equities.

EDM factors ESG issues into the Firm's routine evaluation processes, avoiding companies EDM believes to pose outside ESG risks that can negatively impact the Firm's results as investors. 

EDM's investment process is characterized by in-depth research, analysis and knowledge of target companies. It uses a rigorous approach to identify quality companies that should be capable of generating above average growth on a sustained basis and it is reflected in concentrated portfolios and essentially high risk aversion.

EDM needs to identify material Environmental, Social and Governance (ESG) risks and opportunities of investee companies. This approach offers a broader and complementary assesment of companies in addition to information provided by the traditional fundamental financial analysis.

Following its commitment to responsible investment and the integration of Environmental, Social and Governance (ESG) factors, EDM has adopted a policy that exclude companies deriving their main revenues from controversial weapons, pornography and gambling.


04.3. 補足情報 [任意]

FI 05. Examples of ESG factors in screening process (Not Completed)

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。


06.2. 補足情報 [任意]