This report shows public data only. Is this your organisation? If so, login here to view your full report.

S-Bank Plc.

PRI reporting framework 2020

Export Public Responses
Pdf-img

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。

当てはまる項目を全てを選択してください
SSA
社債(金融)
社債(非金融)
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。

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. 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
ネガティブ/排他的スクリーニング​

その他

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

その他

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

06.2. 補足情報 [任意]


Top