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DNR Capital

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

Description

DNR Capital's Socially Responsible portfolio avoids investment in companies that are judged to have a direct involvement in pornography, gambling, armaments, tobacco, alcohol and obesity.  We form a judgment as to whether or not the activity in question forms a direct or core part of the business.  By "direct" or "core" we mean that the company is involved in the manufacture, supply or distribution of the product or the provision of the service. We also extend this to other areas including Fossil Fuels at the client's request.

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

​The screening criteria is subject to annual formal reviews but from time to time we will re-evaluate the criteria if there is confusion as to whether a company falls into the Direct or Indirect categories. Those categories are relevant to the screening of:

  • Pornography
    • Direct - Production, distribution and sale of pornography as a core business
  • Gaming
    • Direct - Core business of owning or operating a gaming related business or manufacture and supply of gaming equipment and systems.
  • Armaments
    • Direct - Supply and distribution of weapons components to Defence Forces or any other business/individual.
  • Tobacco
    • Direct - Manufacture and distribution of tobacco-related products.

Our ESG policy is available publicly on our website.


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)


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