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Pensioenfonds Metaal en Techniek

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) 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

Description

We exclude based on the following criteria:

  • Controversial weapons
  • Arms Trade
  • Engagement-led-divestment
  • Tobacco
  • Civilian firearms
  • Adult Entertainment
  • Tar sands
  • Coal
  • Fur

This accounts for all asset classes, including LE. 

Screened by

Description

We apply positive screening on our active listed equity portfolio on the basis of all above mentioned factors. On the one hand by looking at more traditional factors such as product, activity, sector and region. On the other hand we positively screen for themes such as:

  • Affordable housing
  • Sustainable and affordable housing

Our screens further include exclusion of companies that score more than two standard deviations lower on their overall ESG score than the average of the investment universe.

Screened by

Description

We take the above mentioned standards of business practices and international norms into account when selection our benchmarks.

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

Our beneficiaries are consultated on which topics they find important when it comes to exclusion. We inform our beneficiaries by publishing changes in our RI policy on our website and in our yearly (RI-)report.


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)


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