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Eurizon Capital SGR

PRI reporting framework 2020

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

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Anti-personnel mines, Depleted Uranium, Biological and Chemical weapons, Nuclear Weapons, Cluster munitions, Blinding Lasers, White Phosphorus, Non-detectable Fragments, Incendiary Weapons.are included in a specific "controvertial weapons" internal policy; while the internal escalation process is applied to all the issuers with the poorest ESG rating if after 18 months of engagement they fail to improve their ESG profile. Hence, the exclusion of such issuers from our products.

Screened by

Description

In 2019 launched 3 ESG thematic funds.

Screened by

Description

Lowest ESG ratings

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

Quarterly, an exclusion list with all companies involved in the production and/or distribution of Anti-personnel mines, Depleted Uranium, Biological and Chemical weapons, Nuclear Weapons, Cluster munitions, Blinding Lasers, White Phosphorus, Non-detectable Fragments, Incendiary Weapons is provided to all analysts and portfolio manager. All the products without a benchmark cannot invest in the listed stocks, while funds with a benchmark cannot hold a position that exceeds the benchmark weight. Quarterly, a list of critical ESG stocks is provided to the investment teams for their integration of analysis.

Every quarter the SRI Committee (chaired by the CEO) analyses and ratifies the list of issuers subject to engagement and the subsequent escalation process. Such action might bring the issuer to be excluded from our portfolios if after 18 months of engagement there are no concrete signs of improvement of the issuer's ESG profile.


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

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


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


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