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Berner Kantonalbank

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(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


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)




Animal Testing

Violation of labor rights

Controversial environmental practices

Embryo research

Violation of human rights


Screened by


The industry leaders are selected.

Screened by


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)