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CI Investments Inc.

PRI reporting framework 2020

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

CI Investments has exclusionary criteria related to two product involvement areas. We will not knowingly directly invest in companies associated with the production, use or distribution of anti-personnel landmines or cluster munitions. This restriction applies to all actively managed funds where CI Investments directly controls the investment strategy of the fund. Company involvement in these activities is determined by our third-party ESG research and data provider, Sustainalytics.

These product involvement areas were selected by CI Investments as investment exclusions in recognition of the prohibitions contained within the United Nations Anti-Personnel Landmines Convention and the United Nations Convention on Cluster Munitions. 

04.3. Additional information. [Optional]

FI 05. Examples of ESG factors in screening process (Not Completed)

FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Negative/exclusionary screening

06.2. Additional information. [Optional]

On a quarterly basis, CI Investments receives a list of companies involved in landmines and cluster munitions from Sustainalytics. These are uploaded as restrictions on our pre-trade system, Charles River, and sent out to each in-house team directly. Furthermore, the lists are sent to all external sub-advisors, who are expected to update (if applicable) their pre-trade systems on a quarterly basis with the restrictions.