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The Rokinren Bank

PRI reporting framework 2020

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income

ESG incorporation in actively managed fixed income

Implementation processes

FI 01. Incorporation strategies applied

Indicate (1) Which ESG incorporation strategy and/or combination of strategies you apply to your actively managed fixed income investments; and (2) The proportion (+/- 5%) of your total actively managed fixed income investments each strategy applies to.
SSA
100 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (financial)
100 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (non-financial)
100 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%

01.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

Based on the “Rokinren Bank SRI Principles,” our investment and lending activities are carried out in accordance with the “Operating Regulations of SRI Principles” and the “Regulations of the ESG Investment and Loan Steering Committee.” Given that the Rokinren Bank is a welfare financial institution for workers, our SRI Principles provide that we carry out negative screening so that we do not invest in or make loans to unsuitable companies. Screening for bond investments is also carried out according to the same Principles.

01.3. Additional information [Optional].


FI 02. ESG issues and issuer research (Private)


FI 03. Processes to ensure analysis is robust

03.1. Indicate how you ensure that your ESG research process is robust:

specify description

          The quality of ESG analysis is compared with that of other research providers.
        

03.2. Describe how your ESG information or analysis is shared among your investment team.

03.3. Additional information. [Optional]


(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

Screening criteria are decided in the ESG Investment and Loan Steering Committee monthly meetings. We combine information we have collected with that provided by outside information vendors, analyse the information, and decide on new screening criteria. The Committee decides on the screening criteria for stopping, continuing or temporarily halting investments and loans to companies where incidents have occurred. Once the new screening criteria have been decided on, they are communicated promptly to the investment team.

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

          The status of investment in companies that have met negative screening criteria is confirmed by and reported at the ESG Investment and Loan Steering Committee.
        

06.2. Additional information. [Optional]


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