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PRI reporting framework 2020

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
Corporate (financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

Direct investment in fixed income in WPV on WPV´s own balance sheet will not be expanded any further but reduced. Therefore we confine ourselves to monitoring.

If we would decide to expand direct investments in fixed income on our own balance sheet we would integrate ESG issues in our due diligence process and in the decision-making. 

Individual research is carried out inhouse by our own investment professionals who keep contact to the external managers and the issuers. Additionally we receive ESG research data from our master capital management company (which we also use as basis for our recommendations to the capital management company). 

04.3. Additional information. [Optional]

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

FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Positive/best-in-class screening
Norms-based screening

06.2. Additional information. [Optional]