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Finance in Motion GmbH

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 (financial)
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

Our fixed income investments are based on several screening activities. Firstly, we require our investees to adhere to exclusion lists. Amongst others, funding may not be used to finance activities involving forced labour, radioactive materials, unbound asbestos fibres, hazardous chemicals, or wood or other forestry products from unsustainably managed forests ("negative screening"). Secondly, since we seek to achieve positive impact, our investments are based on investment guidelines and in certain cases "green lists", which stipulate what investments are eligible. For instance, certain investments need to achieve a 20% reduction in energy consumption and/or a 20% reduction in CO2 emissions, or contribute to sustainable land use ("positive screening"). Thirdly, we apply environmental and social (E&S) requirements in alignment with good industry practice when analysing investments during due diligence processes ("norms-based screening"). This involves an assessment of the Environmental and Social Management Systems of financial institutions we invest in, and a full E&S due diligence based on IFC performance standards for our direct investments. Similarly, analysing governance aspects is part of our standard due diligence process.

04.3. Additional information. [Optional]

FI 05. Examples of ESG factors in screening process (Not Completed)

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
Negative/exclusionary screening

other description

          External audits are performed on a biennial basis.
Positive/best-in-class screening
Norms-based screening

other description

          External audits are performed on a biennial basis

06.2. Additional information. [Optional]