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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) 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。

ネガティブ/ 排他的スクリーニング

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。

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. 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。


06.2. 補足情報 [任意]

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.