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Loreto Mutua, M.P.S.

PRI reporting framework 2020

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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

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.

スクリーニング実行者

説明

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. 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。

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. 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。

05.5. 補足情報 [任意]

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)


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