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Nordic Credit Partners

PRI reporting framework 2020

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

Please see answers provided in previous sections.

Implementation:

Norms-based screening approach:

  • Nordic Credit Partners has comissioned Sustainalytics to provide norms-based and product involvement research for the portfolio and potential investments two times a year.
  • Based on mentioned on the above, Nordic Credit Partners evaulate companies against the UN Global Compact principles to base investment decisions on.
  • In the event of business conduct issues, found either pre- or post investment, Nordic Credit Partners would evaluate available information to build an understanding of severeness and thereafter potentially contact the company for their view. Depending on understanding of issue, Nordic Credit Partners would choose to either refrain from investment, engage with the company to reach desireable results, or divest.

Negative screening approach - exclusion of the sectors/product involvement areas:

  • Nordic Credit Partners refrains from investing in companies within the following sectors due to ethical beliefs and financial investment considerations: Oil & Gas, Tobacco, Alcohol, Weapons, Adult Entertainment.

04.3. Additional information. [Optional]


FI 05. Examples of ESG factors in screening process (Private)


FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Checks
Negative/exclusionary screening
Norms-based screening

06.2. Additional information. [Optional]


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