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Basellandschaftliche Kantonalbank

PRI reporting framework 2020

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
100 %
Total actively managed listed equities 199%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

 We are convinced that a combination of negative and positive screening together with the integration of ESG factors into investment analysis improves our selection and enhances the risk/return profiles of our investment portfolios.

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(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

Description

Tobacco Producer Revenue > 0%

Gambling Operations Revenue >5%

Nuclear Power Uranium Mining Revenue > 0%

Nuclear Power Utility Revenue > 0%

Industry Energy Producer 0%

Evidence of Total Coal Reserves  

Industry Energy Application 0% 

GICS 55101010 Electric Utilities 

GICS 20302010 Airlines

GICS 20101010 Aerospace & Defense 

Genetic Engineering Agriculture

Weapons Producer

Civilian Firearms Producer > 5%

Civilian Firearms Retailer >5%

Adult Entertainment Producer

Weapons Bio/chem Systems

Cluster Munitions Manufacturer

Landmines Manufacturer

Weapons Depleted Uranium Manufacturer

Nuclear Systems

Screened by

Description

Based on MSCI ESG Scores

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

Screening criteria are developed by the sustainable asset amangement department of BLKB with external experts and are revised st least on a yearly basis.


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 (Private)


(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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