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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) 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 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. . 




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. 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 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. 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。

05.5. 補足情報 [任意]

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