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EFA Group

PRI reporting framework 2020

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
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

We assign an ESG evaluation questionnaire to each borrower during the due diligence process or facility renewal to ensure that they meet our ESG scoring.

10 key criteria have been selected for the environment, social and governance categories based on the industry sustainability impacts. Here are the ESG considerations reviewed during our investment process:


Pollution (contamination of land, water and air)
Climate change mitigation


Working Conditions & Social Protection
Occupational Health & Safety
Employment and Employment Relationships
Economic Impact
Child Labor


Ethics and Integrity
Board of Directors Structure and Remuneration
ESG Issues Consideration

We also abide by the International Finance Corporation’s (IFC) Project Exclusion List for the list of projects that we do not finance. Full list can be found here:

04.3. Additional information. [Optional]

FI 05. Examples of ESG factors in screening process (Not Completed)

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
Negative/exclusionary screening

06.2. Additional information. [Optional]