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Weberbank Actiengesellschaft

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

For the majority of our ESG investments we apply a single approach that excludes companies that violate globally recognized standards or operate in controversial business areas (with more than 10% of sales):

 

  • alcohol (producers and distributors of high-percentage alcoholic beverages)
  • nuclear power (producers and distributors of nuclear energy, uranium and components of nuclear power plants)
  • biocides (producers)
  • embryonic research (specialized companies)
  • gambling (particularly controversial types)
  • GMOs (producers, users and distributors)
  • pornography (producers and distributors)
  • military (producers and distributors of weapons and other military equipment)
  • controversial weapons (all producers and distributors, regardless of percentage of sales)
  • tobacco (producers and distributors)
  • animal testing (if not legally required)
  • human rights controversies (companies and suppliers)
  • labour rights controversies (companies and suppliers)
  • controversial environmental practices (producers and suppliers)
  • business malpractice (corruption, accounting)

 

Clients can change and amend the screening with their own understanding of ESG investing.

スクリーニング実行者

説明

The exclusionary screening we use for the majority of our ESG investments is based on the ten UN Global Compact Principles. With help from our research partners who conduct the exclusionary screenings, all companies we invest in will meet at least the UN Global Compact Principles.

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。

The exclusionary list has been established based on international accepted guidelines, conversations with clients and past experience. It is based on the UN Global Compact Principles. In our experience the set of exclusionary criteria we use is a very good match of our clients' understandings of ESG implementation into the investment process. The criteria are regularly reviewed and changed if necessary. We inform our clients directly in a personal meeting, which usually takes place quarterly.


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。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

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

06.1. ファンド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プロセスを記載してください。

          In addition to the systematic checks, we are informed ad hoc about changes in the investable universe by our research partners.
        

06.2. ファンドのスクリーニング基準に対する違反が判明した場合、これらの違反を是正するために従うプロセスを説明してください。

We will sell stocks that no longer meet the screening criteria and thus have to be excluded. The divestment will take place in a timely manner.

06.3. 補足情報 [任意]


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