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

Community Capital Management, INC.

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

Companies with excessive ESG-related risk such as fossil fuel exploration and production or any activity related to coal, tobacco, chemical manufacturing, weapons, and prison management, among others, are not eligible for investment.

Screened by

Description

Companies that we believe are significant contributors to society such as those that generate more than 50 percent of their revenue from a product or service that align with one ore more of our 18 impact themes or companies which have characteristics that align with one or more of our 18 impact themes and that we believe are a net benefit to society.

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

Although there have been no material changes to our investment screening criteria, we update the website regularly to ensure our impact and ESG policy is always up to date.  We also include our entire policy and any explainations of any changes in our annual impact report. If there are any material changes to the policy, we would be sure to communicate directly to our clients as soon as those changes are decided.


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)


Top