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Eurazeo

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 (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

Idinvest Partners is committed to excluding certain sectors or activities that may constitute high ESG or reputational risks, and to analyse other sectors considered to be risk-sensitive.

Idinvest Partners' exclusion policy is therefore three-fold:

  • An exclusion list is defined and bans investments in pornography and arms (including anti-personnel mines and cluster bombs).
  • An ESG watchlist is defined and includes the following sectors, for which additional vigilance during due diligence is required: agriculture, alcohol, chemicals, defence, forestry, gaming/gambling, mining, GMOs, fishery, oil and gas, energy production, cigarettes.
  • Regardless of the business sector, certain practices lead to exclusion (namely corruption, money laundering, human rights abuses, negative impact on local communities or indigenous populations, child labour, forced labour and negative geographical footprint in conflict areas).

In addition to the exclusion policy, Idinvest Partners designed a proprietary ESG assessment grid which considers ESG and SDG impact criteria. The ESG pre-investment grid is systematically completed during investment selection processes and contributes to identify extra-financial risks and opportunities.

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 list of excluded sectors is among the control checks that the investment committee and the middle-office operate.
        
Norms-based screening

other description

          Idinvest has a dedicated 3-people Portfolio Monitoring team for Private debt investments. Their responsibilities include the monitoring and the risk management of the portfolio.
        

06.2. Additional information. [Optional]


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