This report shows public data only. Is this your organisation? If so, login here to view your full report.

StockRate Asset Management

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。




fossil fuels (oil and coal), weapons, gambling, pornography, tobacco, and alcohol



In-house specialised screening to find the world's best performing companies on sustainability, governance and leadership. Leadership is driving its sector and the overall sustainability agenda, whilst contributing to the Sustainable Development Goals. These are found through the unique Sustainability Scorecard used in SDG Invest, developed by SDG Lead.



We do not invest in companies breaching these. In SDG Invest, we proactively screen for these norms e.g. measuring if the company is implementing and guiding its human rights approach with and to the UN Guiding Principles on Business and Human Rights

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。

In SDG Invest, the Sustainability Scorecard is annually updated. This information is publicly available

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。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

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