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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) 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。

スクリーニングの種類

スクリーニング実行者

説明

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. 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。

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. 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。

05.5. 補足情報 [任意]


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


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