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Alberta Investment Management Corporation

PRI reporting framework 2020

Export Public Responses

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

A) 実施:スクリーニング

FI 04. Types of screening applied

04.1. 実施するスクリーニングの種類を記載してください。

ネガティブ/ 排他的スクリーニング

04.2. 組織内でアクティブ運用している債券に適用するスクリーニングのアプローチを記載してください。

All internally managed active corporate fixed income investments undergo screening in accordance with the AIMCo Exclusions Guidelines which covers Excluded Industries and Statutory Investment Restrictions. AIMCo does not invest directly in tobacco manufacturers, or in manufacturers of landmines, nuclear explosive devices or cluster munitions, in accordance with client investment protocols, statutory investment restrictions and international treaties signed by Canada. 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). Investments that do not meet investment grade criteria are naturally excluded from the investment universe in alignment with client statement(s) of investment policy and goals.

04.3. 補足情報 [任意]

FI 05. Examples of ESG factors in screening process (Private)

FI 06. Screening - ensuring criteria are met

06.1. 債券投資においてファンドスクリーニングの基準に違反がないことを確認するために組織が使用しているシステムを記載してください。



          Weekly reconciliations between our IT systems as well as a review of our holdings to determine if any issuers are currently held at AIMCo

06.2. 補足情報 [任意]

If a breach of fund screening criteria is identified, the AIMCo compliance department would be notified. The investment would have to be exited by the end of the same fiscal quarter for restricted industries and immediately for statutory investment restrictions.