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CBUS Superannuation Fund

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

Tobacco and controversial weapons.

If any changes are made information would be available on the Funds website together with Annual reporting.

Cbus Risk & Compliance team will distribute a formal notification to all equity managers to advise any changes to the negative screen list. Internal trading restrictions are placed in the Bloomberg trading platform.

Screened by

          DFAT Exclusions List
        

Description

Cbus has taken a conservative view in relation to geopolitical sanctions and negatively screens the universe against companies on the DFAT list. 

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

We have not made any changes to the ESG screening process.

If a change were made information would be available on the Funds website together with Annual reporting.

 


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.

05.2. 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]

Bloomberg trading platform restriction rules are maintained by the Cbus Risk & Compliance team and are also monitored by the custodian, JP Morgan. 

On an annual basis, we review our negative screen list and update our Bloomberg rule for internal portfolios if required. 


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


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