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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


Controversial weapons, adult entertainment, tobacco, gaming and thermal coal are excluded

Screened by


Screening of companies (globally and per sector) based on their performance with regard to ESG issues

Screened by


Companies that fail to meet UN Global Compact requirements, we will start a dialogue with in order to solve the problem. If no improvemnet is found in two years, we will sell the holding. 

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

The screening is updated monthly (data per the previous month is used until new data is received, assesment of the fund portfolios is made monthly). The monthly screening report is based on the most recent data available on each screened company. Screening of companies (globally and per sector) based on their performance with regard to ESG issues.

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.

05.3. 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)