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VBV Vorsorgekasse AG

PRI reporting framework 2020

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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
SSA
Corporate (financial)
Corporate (non-financial)
Securitised
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

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

Our data source are external ESG research provider.

We use ESG factor specific analysis to match factors which are relevant for us with our investment criteria.

04.3. Additional information. [Optional]


FI 05. Examples of ESG factors in screening process

05.1. Provide examples of how ESG factors are included in your screening criteria.

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

We favoured the investment proposal of one of our external managers to invest in a Northern Europe country´s first corporate green bond targeting renewable energy

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

We favoured the investment proposal of one of our external managers to invest in an Asian country´s social bond supporting low income households with affordable mortgages

Type of fixed income

ESG factors

Screening

Description of how ESG factors are used as the screening criteria

We are not invested into countries with a high corruption index

05.2. Additional information.

.


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
Checks
Negative/exclusionary screening

other description

          external audits
Austrian eco-label certifications
        
Positive/best-in-class screening

other description

          external audits
Austrian eco label certifications
        
Norms-based screening

other description

          external audits
Austrian eco label certifications
        

06.2. Additional information. [Optional]

All of our investment funds have dedicated ESG guidelines in their official documentation.


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