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Loreto Mutua, M.P.S.

PRI reporting framework 2020

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
100 %
Total actively managed listed equities 150%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

We try to avoid ESG risks in our investments. We are considering to invest in ESG impact companies.

We invest in microfinance because it has a good return and it contributes to the reduction of poverty, also in renewables energy for climate change action 

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

There is a list of product exclusions about controversial arms, behaviours against the Global Compact of the UN and the States that contravene universal human and labour rights.

Screened by

Description

There is a list of product exclusions about controversial arms, behaviours against the Global Compact of the UN and the States that contravene universal human and labour rights.

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

There is a SRI policy statement. So far there have not been any revision of the Policy. We follow the SRI developments. Now we are considering the exclusion of carbon related companies and the investments aligned with some of the SDGs.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure ESG screening is based on robust analysis.

05.5. Additional information. [Optional]

We use the Bloomberg score of the companies we invest in and public information about controversies. We monitor the exclusions of big reference pension systems.


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


(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]

For the moment, we have invested in microfinance.

The infrastructure fund invests in wind farms, solar energy and water and sanitation.


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