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The Rokinren Bank

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

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
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]