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Hérens Quality Asset Management AG

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。




In our investment process, we strictly exclude companies that violate and do not comply with International Labor Organizations and Conventions of the United Nations Global Compact Principles. This includes violations of human rights, labor, environment and serious corruption issues.  Additionally, we exclude certain industries, where according to our beliefs, humanitarian, social, ethical, or environmental concerns are involved. We consider businesses, associated with tobacco, arms and weapons, and thermal coal industries, as greatly irresponsible towards society and environment, and therefore exclude them from our investment universe.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

In case of major changes in our screening criteria, we inform clients as soon as any changes occur. Otherwise, we maintain regular communication and updates during personal meetings.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.5. 補足情報 [任意]

ESG analysis is an integral part of our systematic investment process. All portfolio candidates undergo standard ESG checks, with additional overlays and criteria applied upon client requests.

LEI 06. Processes to ensure fund criteria are not breached (Private)