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SBI Funds Management Private Limited

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。

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SSA
社債(金融)
社債(非金融)
証券化商品
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。

SBIFMPL has recently started to have an ESG lens over our Fixed Income coverage. Following are the steps being followed:

  • ESG Ratings: We take the ESG ratings of listed parent companies of fixed income issuers to map the overarching group level policies and initiatives that extend to the subsidiaries
  • ESG Questionnaire: We send out our in-house ESG questionnaire to the fixed income companies to assess them on their ESG initiatives. In this process we also encourage them to disclose their ESG initiatives publicly
  • Screening: The Screening process is similar to that we use in Listed Equities. We include ESG assessment in the first stage of the initiation of a company under our coverage and check the score against a set threshold. We take decisions to invest accordingly.

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。

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​

06.2. 補足情報 [任意]


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