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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) 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。




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. 



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.



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

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。

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. 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。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

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)