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Shell Contributory Pension Fund

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。




SCPF does not invest in companies involved in the manufacture, sale or distribution of cluster munitions and anti-personnel landmines.



Governance positioning is taken into account in the custom ESG benchmark methodology that is used for a significant part of the listed Equity portfolio.


          Shell General Business Principles (SGBP), aligned with UNGC.


Hermes EOS assesses all companies in SCPF's portfolios for breaches of generally recognised responsibilities and norms under UN treaties (with an explicit reference to the UN Global Compact/SGBP) and for other behaviours which are deemed unsustainable. The screening process will be supplemented by an in-depth assessment of a company’s activities by a member of the Hermes EOS team. Where a company’s activities are found clearly to conflict with English law or with international treaties ratified by the British parliament, this will be reported by Hermes EOS to SAMCo on behalf of SCPF. This may result in one of two outcomes:

-A decision to engage with the company with a view to having the company desist from that activity. Unsuccessful engagement (after a reasonable time) can lead to divestment; or

-In exceptional circumstances where conduct is overtly unacceptable, an immediate decision to divest from the company. 

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, as well as the international codes/principles used as guidelines, are described in the RI policy, which is available on the SCPF 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 (Not Completed)