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Hwabao WP Fund Management Co., Ltd

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。

When a certain type of risk occurs in the market or a certain type of risk is expected to rise, we will analyze the impact of such risk on the debt solvency of the issuer and bond price. On this basis, we establish quantifiable indicators which have high correlation with such risks,and set a series of thresholds. When the indicators over the threshold, we believe that the issuer's debt repayment risk is high, or the bond price will fluctuate.

The criteria are normally reviewed annually, but when unexpected risks arise in the market, screening criteria will be temporarily added and the frequency of review will increases. 

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]