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FIM Asset Management

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)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

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

Screening doesn't differ too much between internally managed equity and fixed income asset classes. We screen corporate issuers for both exclusion strategy that covers all internal investments and do norms-based screening. Latter is based on external service provider's analysis and classification, whereas the former is based on our internal exclusion list. However, majority of the items on the exclusion list are on the list because of the business involvement screening done by the ESG research provider. In SSA category, we run internal screening that ranks lowest scoring countries off from the investment universe.The scoring incorporates factors that relate to countries' social issues, among other things. Agencies and supranationals are subject to norm based screening.

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
Negative/exclusionary screening

other description

          ESG reports are generated and checked  to ensure there are only issuers that comply with our screening criteria.
        
Positive/best-in-class screening
Norms-based screening

other description

          ESG reports are generated and checked  to ensure there are only issuers that comply with our screening criteria.
        

06.2. Additional information. [Optional]


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