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Equigest

PRI reporting framework 2020

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。

当てはまる項目を全てを選択してください
社債(非金融)
ネガティブ/ 排他的スクリーニング
ポジティブ/業界最高のスクリーニング
基準に基づくスクリーニング

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。

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. 補足情報 [任意]


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


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。

スクリーニングの種類
ネガティブ/排他的スクリーニング​

06.2. 補足情報 [任意]


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