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Pictet Asset Management

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

  • All Pictet Asset Management: Exclusions of controversial weapons (anti-personnel landmines and cluster munitions)
  • Sustainable equities funds: Armament, nuclear, tobacco, gambling, GMOs, adult entertainment
  • Sustainable corporate fixed income funds:gaming, tobacco, alcohol, adult entertainment, defence
  • Environmental thematic funds: ad-hoc exclusions depending on strategy (e.g. GMO, coal/oil, weapons)

Screened by

Description

Best-in-class strategies also apply negative/exclusionary screens.

Screened by

Description

We subscribe to controversy analysis of around12'000 companies. Key areas covered include Environment Supply Chain Incidents, Operations Incidents, Product & service Incidents, Business Ethics Incidents, Governance Incidents, Public Policy Incidents, Customer Incidents, Special Supply Chain Incidents and Society & Community Incidents. Companies with the worst ratings are deemed to be in breach with the UN Global Compact Principles, UN Guiding Principles on Business and Human Rights, International Labor Organization Conventions and United Nations Convention Against Corruption.

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

Screening criteria are reviewed on a regular basis  in line with new ESG issues (e.g. Industry standards, policy and regulatory developments) and communicated through our standard marketing material.


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.

          Whenever we identify a problem we systematically feed it back to our research provider for corrective and preventive action.
        

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.

05.5. Additional information. [Optional]


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


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