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Suva

PRI reporting framework 2020

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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
SSA
Corporate (financial)
Corporate (non-financial)
Securitised
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

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

The same process used for equity investments is followed. Therefore, the process of identifying critical companies, engaging with them and possibly putting them on an exclusion list is carried out by the SVVK-ASIR directly. This also means that the exclusion list that Suva adopts as a basis for its decisions is the one established by the SVVK-ASIR.

Suva's screening approach further consists of abiding by the legal sanctions and embargos decided upon by the Swiss government against countries, institutions and companies. For example, trading in new debt issued by certain Russian financial, non-financial corporates and SSAs need to be reported to Swiss Authorities.

We fulfil furthermore country minimum ESG standards by only investing in countries that fulfil the minimum requirements for inclusion in the major global developed and emerging market indices.

04.3. Additional information. [Optional]


FI 05. Examples of ESG factors in screening process (Private)


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
Checks
Norms-based screening

other description

          Strict exclusion list to which all portfolio managers have access, pre-trade compliance implemented
        

06.2. Additional information. [Optional]


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