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Altrafin Group

PRI reporting framework 2020

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


Excluded from a direct investment are companies that violate international standards or local laws regarding heavy discrimination, child labour, corruption, human rights violations, pornography and forced labour.

Altrafin Group also follows the applicable exclusion lists regarding sanctions against countries, companies and individuals.

Screened by


The calculation of the ESG score alos incorporates compariosns between peers and in a sector.

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

The catalogue of criteria is validated at least once a year or if deemed necessary. Should changes become necessary it will be communicated to clients during the normal reporting cycle which may vary according to the needs of the client.

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.

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

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 (Private)