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Eyb & Wallwitz Vermögensmanagement GmbH

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

Value, Quality and Momentum

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

Value: PE  5y PE  P/B  5y P/B  P/S  5y P/S

Momentum: High 52w Low 52w High+Low

Quality: ROE  ROC  ROA DivYield DIV PayOutRatio


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.

05.3. 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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