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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) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

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.

スクリーニング実行者

          DFAT Exclusions List
        

説明

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

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

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. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報 [任意]

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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