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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) 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。

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. 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]