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Stefnir

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

The screening during the investment process takes into account the before mentioned types and are viewed as a whole in consideration to comparison between peers. The weight between the screening factors differs greatly depending on the listed equity under scrutiny.

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

During investor presentations the investment process is reviewed with clients. The type of screening might be part of that conversation however this is not done systematically. 


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.

05.5. Additional information. [Optional]


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


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