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

Pictet Asset Management

PRI reporting framework 2017

Export Public Responses
Pdf-img

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (C) Implementation: Integration

(C) Implementation: Integration

FI 14. Integration overview

14.1. Describe your approach to integrating ESG into traditional financial analysis.

ESG information covering corporate governance, controversies and accounting concerns is held in a central database which is available to all investment staff and monitored by the risk team.

14.2. Describe how your ESG integration approach is adapted to each of the different types of fixed income you invest in.

SSA

ESG information for SSA focuses on governance indicators.

Corporate (financial)

ESG information covering corporate governance, controversies and accounting concerns is held in a central database which is available to all investment staff and monitored by the risk team.

Corporate (non-financial)

ESG information covering corporate governance, controversies and accounting concerns is held in a central database which is available to all investment staff and monitored by the risk team.

14.3. Additional information [OPTIONAL]


FI 15. Integration - ESG information in investment processes

15.1. Indicate how ESG information is typically used as part of your investment process.

Select all that apply
SSA
Corporate (financial)
Corporate (non-financial)
ESG analysis is integrated into fundamental analysis
ESG analysis is integrated into security weighting decisions
ESG analysis is integrated into portfolio construction decisions
ESG analysis is a standard part of internal credit ratings or assessment
ESG analysis for issuers is a standard agenda item at investment committee meetings
ESG analysis is regularly featured in internal research notes or similar
ESG analysis is a standard feature of ongoing portfolio monitoring
ESG analysis featuresĀ in all internal issuer summaries or similar documents
Other, specify

15.2. Additional information [OPTIONAL]


FI 16. Integration - E,S and G issues reviewed

16.1. Indicate the extent to which ESG issues are reviewed in your integration process.

Environment
Social
Governance
SSA

Environmental

Social

Governance

Corporate (financial)

Environmental

Social

Governance

Corporate (non-financial)

Environmental

Social

Governance

16.2. Please provide more detail on how you review E, S and G factors in your integration process.

SSA

Governance factors include:

  • Voice and Accountability
  • Political Stability and Absence of Violence
  • Government Effectiveness
  • Regulatory Quality
  • Rule of Law
  • Control of Corruption

Corporate (financial)

The level of integration varies between investment teams.

Corporate (non-financial)

The level of integration varies between investment teams.

16.3. Additional information.[OPTIONAL]


Top