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Hwabao WP Fund Management Co., Ltd

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


One of the main screening types we use is negative screening. This screening method is used for all our active managed mutual funds and will be implemented before and after the investment decision is made. While analyzing a company, the past negative news would be investigated since we don't want to invest in those companies that are at high risk. And after an investment decision is made, the post monitoring process will be followed as a weekly task. If any negative incidents happened to the company, the analyst would analyze the influence and make some prejudgments. If we consider it as a very serious problem and would cause a significant impact, the stock would be removed.

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

All of the criteria would be published on our official website. If there are any changes to the criteria, the alternation would be also published on the website.

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)