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Aktia Bank p.l.c.

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
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

In accordance with Aktias Principles of Responsible Investments, when it comes to corporate bonds we do not invest in companies whose main activity is weapons production, gambling or tobacco. We also do not invest in companies that employs child labor. Within corporate credit we further avoid investments in alcohol producers, predatory lending and companies whose operations are based on coal. Nonetheless, we do invest in so-called transition companies.

In emerging market sovereign debt, countries are listed to four groups based on quantitative and qualitative assessment (traffic light approach): green = investable, yellow = Investments possible, active monitoring on development, red = No government funding (FX positions/AAA investments possible), black = Non-investable. The traffic light approach defines investable and non-investable markets; market pricing and instrument selection defines attractiveness of the investment.

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
Norms-based screening

other description

          An external screening tool is used to screen holdings regularly.

06.2. Additional information. [Optional]