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Central Finance Board of the Methodist Church / Epworth Investment Management

PRI reporting framework 2020

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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
SSA
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

We apply the same negative screens to all of our fixed income investments that we do to all of our investments.  The issue-specific policies are in the public domain and on our website.  With respect to SSAs and government securities we consider certain aspects of the issuing country, in particular human rights, corruption, involvement in conflict & development.

We use positive screen to favour green bonds and similar investments in companies that enable sustainable growth by approapriately managing all stakeholders.

 

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

other description

          ESG issues are addressed at monthly internal ethics meetings
        
Positive/best-in-class screening

other description

          ESG issues are addressed at monthly internal ethics meetings
        

06.2. Additional information. [Optional]


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