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Vancity Investment Management

PRI reporting framework 2020

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 eliminate companies from our investible universe who have poor corporate governance practices, human rights records or environmental performance.Companies who derive signifcant revenue from tobacco, military weapons, nuclear energy, pornography, gambling, or fossil fuels are not eligible for investment.

Our ESG screening model was developed in 2003 and is currently used to manage the funds for which we provide sub-advisory services: the IA Clarington Inhance Global Equity SRI Class fund (2009), the IA Clarington Inhance Canadian Equity SRI Class fund (2009), the IA Clarington Inhance Monthly Income SRI Fund (2009) and the IA Clarington Inhance Bond SRI Fund (2017). Prior to 2017, ESG screening was applied to the IA Clarington Bond Fund which was included in the IA Clarington Inhance SRI Portfolio funds until it was replaced by VCIM’s launch of the IA Clarington Inhance SRI Bond Fund. . 

 

Screened by

Description

Within each sector we evaluate company ESG performance to select companies who have good performance in diversity, employee relations, community relations or are introducing environmentally or socially beneficial products.

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

Our screening criteria are established by our integrated investment team and renewed annually. Information on any changes is disseminated through client communications.


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.

05.5. Additional information. [Optional]


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


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