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Fondita Fund Management Company Ltd

PRI reporting framework 2020

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

We avoid companies producing or selling cluster bombs, landmines, chemical and biological weapons, nuclear wepons, weapons, tobacco, pornography, uranium and GMO.  We also take other ESG - factors into account when excluding businesses from our equity funds. The funds have different exclusions and some of the funds with sustainability themes have more screening criteria than above mentioned. 

Screened by

Description

We do not invest in companies that does not follow international standards and guidelines. We perform a regular screening against the UN Global Compact principles, if any of our companies does not comply with the principles, the portfolio managers must divest the holding within a reasonable time frame. 

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

We discuss these matters with our clients when necessary and when clients show an interest in these issues.
 


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.

05.3. 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 (Not Completed)


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