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Bank of America Global Wealth and Investment Management

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。

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。

IP/MAA:  For the discretionary investment management in Merrill Lynch, Merrill Private Wealth Management, and the Private Bank, MAA uses screens provided by a third party provider to negatively screen accounts. These research screens encompass religious, industry, country, sector, and individual company screens.

CIO:  For positive best-in-class screening, we test the companies broadly against the key characteristics that are designed to identify corporations that achieve positive social impact through progressive policies believed to be creators of value. This description applies only to the CIO Socially Innovative Fixed Income portfolio.

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​
ポジティブ/業界最高のスクリーニング

06.2. 補足情報 [任意]

IP/MAA:  Box 1 in Negative/exclusionary screening is checked for IP/MAA. For the discretionary investment management in Merrill Lynch, Merrill Private Wealth Management, and the Private Bank MAA uses screens provided by a third party provider to negatively screen accounts. These research screens encompass religious, industry, country, sector, and individual company screens.

CIO :  All other boxes are checked with respect to CIO activity.  Exclusions are maintained on an account by account basis and we have a systematic way to ensure that each exclusion is adhered to. Breaches are brought directly to the portfolio managers of the strategy and an attempt to clarify when client-initiated exceptions are made. It is common for clients to direct exclusions that must be documented in the clients' investment contract with CIO (Investment Policy Statement. Applies only to CIO Socially Innovative Fixed Income portfolio.)


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