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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) 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。

スクリーニングの種類

スクリーニング実行者

説明

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.

スクリーニング実行者

説明

In 2019 launched 3 ESG thematic funds.

スクリーニング実行者

説明

Lowest ESG ratings

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。

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. 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。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]


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


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