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Boston Trust Walden

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。

当てはまる項目を全てを選択してください
SSA
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 appropriate, we apply positive and negative screens to achieve the specific environmental and social objectives of our clients. For example, we seek opportunities to invest in securities with social or environmental benefits, such as investments in education, healthcare, or environmental infrastructure. On the flip side, some clients rule out investment in general obligations of the U.S. Treasury or securities that fund specific projects such as prisons. Similarly, these clients avoid any issuer deemed to violate international norms of conduct (for example, a general obligation bond issued by a country known for widespread violations of human rights).

04.3. 補足情報 [任意]


FI 05. Examples of ESG factors in screening process

05.1. スクリーニング条件に含まれているESG要因の例を挙げてください。

種類

ESG要因

スクリーニング

スクリーニングの説明

As appropriate, we apply positive and negative screens to achieve the specific environmental and social objectives of our clients. For example, we seek opportunities to invest in securities with social or environmental benefits, such as investments in education, healthcare, or environmental infrastructure. On the flip side, some clients rule out investment in general obligations of the U.S. Treasury or securities that fund specific projects such as prisons. Similarly, these clients avoid any issuer deemed to violate international norms of conduct (for example, a general obligation bond issued by a country known for widespread violations of human rights).

種類

ESG要因

スクリーニング

スクリーニングの説明

Examples of investment in municipal bonds funding projects with environmental and societal benefits include:

  • Climate Bonds Initiative certified Metropolitan Transportation Authority bond, a public benefit corporation of New York State, funding transit and commuter projects;
  • Rhode Island Infrastructure Bank Safe Drinking Water Revolving Fund Revenue green bonds; and
  • A California Kaiser Permanente Green Bond funding green buildings.

種類

ESG要因

スクリーニング

スクリーニングの説明

As part of our commitment to seek opportunities to invest in securities with social benefits, we invest in various municipal bonds funding state-level health and educational projects.

種類

ESG要因

スクリーニング

スクリーニングの説明

We are responsive to clients seeking to rule out investment in general obligations of the U.S. Treasury or securities that fund specific projects such as prison construction or operations.

05.2. 補足情報 [任意]


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​
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​

06.2. 補足情報 [任意]

These systems to ensure compliance with ESG criteria also apply to purchases of Fixed Income Corporates, which comprise less than 2% of assets under management (as previously described). Boxes checked above that refer to company research processes were completed with these fixed income corporate bonds in mind, as company research does not apply to SSA bonds. 


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