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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) 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。




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. 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。

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. 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。

          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. 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。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

LEI 06. Processes to ensure fund criteria are not breached (Private)