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Aktia Bank p.l.c.

PRI reporting framework 2020

Export Public Responses

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

A) 実施:スクリーニング

FI 04. Types of screening applied

04.1. 実施するスクリーニングの種類を記載してください。

ネガティブ/ 排他的スクリーニング

04.2. 組織内でアクティブ運用している債券に適用するスクリーニングのアプローチを記載してください。

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. 補足情報 [任意]

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

FI 06. Screening - ensuring criteria are met

06.1. 債券投資においてファンドスクリーニングの基準に違反がないことを確認するために組織が使用しているシステムを記載してください。



          An external screening tool is used to screen holdings regularly.

06.2. 補足情報 [任意]