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Berner Kantonalbank

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
100 %
Total actively managed listed equities 100%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

Screening includes exclusion criteria for all assets. Furthermore, the dedicated sustainability approaches apply a best-in-class approach. We believe that screening has a positive effect of the risk/return profile of our investment portfolios.

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

For all assets:

Exclusion of controversial weapons

Violations UN Global Compact

Furthermore, for assets in dedicated sustainable investing strategies:

Fossile fuels

Nuclear energy

Weapons (production and trade)

Tobacco

Corruption

GMOs

Animal Testing

Violation of labor rights

Controversial environmental practices

Embryo research

Violation of human rights

Biocides

Screened by

Description

The industry leaders are selected.

Screened by

Description

The respective gudielines are part of the negative and positive screening.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Screening criteria are reviewed at least annually. Any changes are included in our documents (presentations, brochures, factsheets etc.) and distributed to our clients. 


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached (Not Completed)


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