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Alberta Investment Management Corporation

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

Products such as tobacco, cluster munitions, anti-personal mines, dedicated weapons systems integration services, nuclear weapons or other weapons of mass destruction are excluded from AIMCo's investable universe. AIMCo does not invest in high-risk geographic areas excluded by the Special Economic Measures Act (Canada) and is subject to the United Nations Act (Canada).

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

AIMCo's ESG screening criteria are broadly established based on investment restrictions stipulated in client's statements of investment policy and government regulations. Specific screening parameters for industries are created by the RI team and approved by the RI committee internally. These criteria help inform this portion of the exclusions list. Tobacco, cluster munitions, and federally mandated screens are implemented as part of our internal fundamental screening process. AIMCo regularly meets with clients to give investment updates, including updates with respect to investment exclusions. 

AIMCo's exclusions lists for industries are updated quarterly. Statutory Investment Restrictions criteria are obtained from the federal government which inform updates to the Exclusions Guidelines on a rolling basis. The latest investment Exclusions Guidelines are also made publicly available on AIMCo's website.


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.

          The RI Committee reviews and approves screening criteria. Compliance and RI teams collaborate to implement screening protocols to be applied across all asset classes
        

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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