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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) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




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. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

​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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

LEI 06. Processes to ensure fund criteria are not breached (Private)