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PRI reporting framework 2020

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。

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. 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。



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


          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. 補足情報 [任意]