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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) 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。

ネガティブ/ 排他的スクリーニング

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。

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. 補足情報 [任意]

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

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。


06.2. 補足情報 [任意]