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Caja Ingenieros Gestión SGIIC, SAU

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

They will be excluded from the investment:
- Manufacturers of weapons, explosives or military vehicles
- Manufacturers of specific components for the military industry (> 10% income)
- Tobacco manufacturers
- Other companies with specific income from the tobacco sector (> 30% income)
Additionally for the strategy focused on the fight against climate change:
- Power generation companies whose source comes from more than 30% of the coal mineral.
- Companies that participate in the exploration of energy resources in the Arctic
- Companies that carry out aggressive extraction practices, such as those referred to as "bituminous sands".

Screened by

Description

We apply a positive and best-in class screening by selection those companies included in different recognized ESG equity indexes

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

The screening criteria is established by the ESG Comitee and reviewed annually. Of course, during the year if one company doesn't meet the criteria we exclude it from he investment universe. We notiy clients quarterly if this is the case through the quarterly financial report.


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.

05.4. 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 (Private)


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