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Munro Partners

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。




Munro comply with exclusion screen provided by CI Investments Inc.

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。

We do not notify clients when changes are made, we comply with the our clients advice.

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。

          Screening is conducted by our partner CI Investments Inc.  Munro are required to comply with this under contractual obligations to CI.

05.5. 補足情報 [任意]

We have never had any issues or been required to make changes arising from updates and changes to the exclusion screen provided to us by CI Investments Inc.

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