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KBC Asset Management NV

PRI reporting framework 2020

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

For all funds we use exclusion (of controversial weapons, tobacco, agro crops and livestock) and norms based screening (exclusion of UN Global Compact worst offenders)

For our sustainable funds we exclude moreover all weapons, fossil fuels, gambling, fur and speciality leather, adult entertainment, activities in countries having controversial regimes and we apply stricter criteria on violating the UN GC principles.

スクリーニング実行者

説明

BIC company screening (best 40% based on >100 indicators) and BIC countries screening (best 50% based on 15 indicators of Developed markets, best 25% based on 14 indicators of Emerging markets).

スクリーニング実行者

          Exclusion list of Norwegian Government Pension Fund
        

説明

For all our funds worst offenders of the UN GC principles are excluded. For SRI funds, all companies with any controversy 4 or 5 (scale 0-5, 5 is worst, database Sustainalytics) are excluded + non-compliant companies according to Sustainalytics+exclusions of NPF.  

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

Screening criteria are established in consultation with our independent SRI Advisory Board. The criteria can be reviewed every quarter, as the Board comes together. The universes are completely updated once a year, with an interim update of  UN Global Compact and Blacklist Controversial Weapons every 6 months and ad hoc updates if necessary (new criteria or ad hoc exclusions). Our methodology is published on our website.

 


LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]


LEI 06. Processes to ensure fund criteria are not breached (Private)


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