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Real Grandeza

PRI reporting framework 2020

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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

Description

Real Grandeza explicits all negative screening criteria in its Sustainability Manual, available publicly in the institution's website.

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

Real Grandeza explicits all negative screening criteria in its Sustainability Manual, available publicly in the institution's website. There has been no change in the screening criteria since the launch of the manual in 2012.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG 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.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


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


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