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MAKALANI MANAGEMENT COMPANY (PTY) LTD

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)
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。

As a first step of the screening process, we reviews potential deals against applicable laws and regulations, the approved Investment Mandate or Investment Management Agreement or the Watch List (cognizant to risks from any investments in companies operating in tobacco, asbestos, ozone depleting substances etc.).  Please note that this is not a mechanical screening or exclusion process but helps the team deploys its resources in an efficient manner and does not spend time on investments that are facing severe headwinds and/or major topics of contention.  

Thereafter, the team will undertake full ESG assessment of over 150 factors which results in the team to collate data of ESG matters as per the internally devised ESG management system.  This allows the team to fully understand the ESG risks or opportunities that a particular investment presents. 

 

04.3. 補足情報 [任意]


FI 05. Examples of ESG factors in screening process (Private)


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​

その他

          Our proprietary investment systems are pre-loaded with issuers that meet our investment and ESG criteria.  Integrated system but not automated.
        

06.2. 補足情報 [任意]


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