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PRI reporting framework 2020

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

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

The ethical analysis of issuers is based on congregations’ expectations regarding ethical matters. Thus, the ethical framework is split into 5 big principles stemming from the Social Doctrine of the Catholic Church. Extra-financial criteria are attributed to each principle.

Dignity of the Human Person : Working conditions, human rights and worker’s health/safety ; Diversity and fight against discriminations.

The Universal Destination of the Earth’s Goods : Deontology and fight against corruption ; Quality, safety , social and environmental added-value  of goods/services.

The Common Good : Environmental protection ; Equilibrium and transparency of the company general management.

Solidarity : Social and environmental  practices of providers and subcontractors ; Relations  with the civil society and local communities.

Subsidiarity : Social dialogue.

Moreover, Equi-CongrEthis is banned from investing in companies realizing more than 25% of their turnover in the following sectors :
Alcohol ; Tobacco ; Light weapons ; Gambling ; Defense ; Pornography.

For companies that have complex activities, the decision to keep or to exclude the security from the investment universe is taken by the ethical committee

04.3. Additional information. [Optional]

FI 05. Examples of ESG factors in screening process (Not Completed)

FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Negative/exclusionary screening

06.2. Additional information. [Optional]