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JK Capital Management Limited

PRI reporting framework 2020

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

Countries - Exclusionary screening - We apply a 3 rank classification (Green, Red, Black):

  • Issuer based in a "Green" country, we apply the usual Due Diligence process.
  • Issuer based in a "Red" country, we apply a Due-Diligence reinforced.
  • Issuer based on a "Black" country, we do not invest.

This list is updated on a regular basis, mostly following the FATF new recommendations.

Sectors - Exclusionary screening -  We do not invest in issuer tied with Cluster Munitions production

04.3. Additional information. [Optional]

FI 05. Examples of ESG factors in screening process (Not Completed)

FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Negative/exclusionary screening

06.2. Additional information. [Optional]