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Amalgamated Bank

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


Our Low Carbon Equity Index strategy lowers the weighting of companies with high carbon footprints; Our S&P ex-Tobacco strategies excludes Tobacco while our custom investment strategies incorporate exclusions based on industry and company specific exclusions, such as coal, tobacco, guns and/or inclusion of companies that are part of sharholder engagement inititatives.

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

Discretionary screening is made at a client's request so we do not arbitrarily change those sectors screened out.

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.

05.5. Additional information. [Optional]

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