This report shows public data only. Is this your organisation? If so, login here to view your full report.

Pictet Asset Management

PRI reporting framework 2020

Export Public Responses
Pdf-img

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
SSA
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

Negative screens (exclusion of controversial weapons and countries under UN sanctions) apply to all actively managed fixed income strategies.

Positive screens (best-in-class) are either developed internally or provided by clients (for segregated accounts).

Norms-based approaches are implemented for certain funds and segregated accounts where we apply internally or externally defined exclusion lists. 

04.3. Additional information. [Optional]


FI 05. Examples of ESG factors in screening process (Private)


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
Checks
Negative/exclusionary screening
Positive/best-in-class screening

other description

          We have a pre-trade warning system which notifies portfolio managers before investing in companies with poor governance or high ESG controversies.
        
Norms-based screening

other description

          We have a pre-trade warning system which notifies portfolio managers before investing in companies with poor governance or high ESG controversies.
        

06.2. Additional information. [Optional]


Top