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S-Bank Plc.

PRI reporting framework 2020

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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。

スクリーニングの種類

スクリーニング実行者

説明

Product and activity based exclusion. We exclude companies in certain clearly defined business segments from our direct investments. We do not invest in manufacturers of weapons prohibited by international treaties, including nuclear, biological and chemical weapons, cluster munitions and anti-personnel mines. We do not invest in producers of tobacco or producers of cannabis intended for recreational use either. We use external experts for identifying the companies that fall within the above categories. Based on our own analysis, we have excluded mining and power companies whose business is strongly coal-based. We exclude mining companies if coal used for energy production accounts for more than 20 % of their turnover. In the case of electricity companies, we have first calculated the coal-intensity of their electricity production and then more carefully examined the source of the emissions of the most coal-intensive companies.

When it comes to companies' ESG related practice and performance, exclusion can be made if there are serious problems in corporate practice.

スクリーニング実行者

説明

We have five funds where there are pre-set requirements on ESG rating. In these cases companies' ratings have to be above a certain level. ESG ratings consist of E, S and G.

スクリーニング実行者

説明

We use information provided by MSCI ESG Research to conduct the screening.

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。

Screening criterion and principles are defined in our ESG policy. If the policy is updated, we will make the new information publicly available.


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]

We compare ESG research providers' offerings from time to time for example in terms of quality and universum size. We also supply feedback to the service provider regularly regarding research quality and other issues.


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


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