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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) 実施:スクリーニング

FI 04. Types of screening applied

04.1. 実施するスクリーニングの種類を記載してください。

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SSA
社債(金融)
社債(非金融)
証券化商品
ネガティブ/ 排他的スクリーニング
ポジティブ/業界最高のスクリーニング
基準に基づくスクリーニング

04.2. 組織内でアクティブ運用している債券に適用するスクリーニングのアプローチを記載してください。

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. 補足情報 [任意]


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


FI 06. Screening - ensuring criteria are met

06.1. 債券投資においてファンドスクリーニングの基準に違反がないことを確認するために組織が使用しているシステムを記載してください。

スクリーニングの種類
基準に基づくスクリーニング​

その他

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

06.2. 補足情報 [任意]


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