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Eurizon Capital SGR

PRI reporting framework 2017

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » Implementation processes

Implementation processes

FI 04. Incorporation strategies applied

04.1. 以下を記載してください。 (1)組織でアクティブ運用する債券投資について、どのESG組み入れ戦略や組み合わせを使用しているか(2)各戦略が適用されるアクティブ運用債券投資合計の割合(+/- 5%)

社債(金融)
0 スクリーニングのみ
0 テーマのみ
0 統合のみ
0 スクリーニング + 統合戦略
0 テーマ + 統合戦略
0 スクリーニング + テーマ戦略
100 3つの戦略すべての組み合わせ
0 組み入れ戦略を適用していない
100%
社債(非金融)
0 スクリーニングのみ
0 テーマのみ
0 統合のみ
0 スクリーニング + 統合戦略
0 テーマ + 統合戦略
0 スクリーニング + テーマ戦略
100 3つの戦略すべての組み合わせ
0 組み入れ戦略を適用していない
100%

04.2. 特定のESG組み入れ戦略を選択している主な理由と、使用する戦略の組み合わせを説明してください。

As an overarching strategy, we adopt a screening approach for companies involved in the production or distribution of cluster bombs and landmines, convinced that they undermine the fundamental human rights.

This exclusion is applied to all our active funds, while for funds with a benchmark, the fund managers cannot invest exceeding the percentage of the benchmark itself.

We believe that ESG issues are often materially reflected in the stock price and the sustainability of the business of our invested companies. Therefore, we took an approach of integrating  environmental, social and governance (ESG) issues into investment analysis and decision-making across the full range of assets.

On a monthly base,  the ESG Quant Team and the Sustainability office issue a list of companies with very low ESG rating and or with sever controversies deemed able to affect the reputational and risk-reward profile of each company. The list is made public internally on the internet and it is used by all our portfolio managers and analysis to make investment decisions. ESG considerations and rating are also embedded in our investment cases documents. This way, our buy, sell and hold decisions are linked to our investment philosophy pillars.

04.3. 補足情報。 [任意]


FI 05. ESG issues and issuer research (Private)


FI 06. Processes to ensure analysis is robust

06.1. 組織のESG調査プロセスの堅牢性を確保する方法を記載してください。

06.2. ESG情報または分析を投資チーム内で共有する方法を記載してください。

          On a monthly base, the ESG Quant Team and the Sustainability office issue a list of companies with very low ESG rating
        

06.3. 補足情報。[任意]


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