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EDM

PRI reporting framework 2017

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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.

As a portfolio manager, EDM has a professional duty to act in the best interests of its clients and to exercise due diligence in its investment process. EDM believes that Environmental, Social and Governance (ESG) factors can be incorporated into its investment and decision-making processes in line with its fiduciary duties. 

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

Corporate (financial)

ESG analysis is integrated into security weighting decisions and also, portfolio construction decisions.

Corporate (non-financial)

ESG analysis is integrated into security weighting decisions and also, portfolio construction decisions.

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
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 features 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
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.

Corporate (financial)

EDM applies and supports the principles of a responsible company in its overall management and respect for economic standards and human values through:

- An uncompromising customer service that encompasses the search for performance as well as the guarantee of transparency
- A human resources management that aims to create a working environment that contributes to the personal and professional fulfilment of our employees
- A long term vision that allows us to anticipate and limit conflicts of interest

Corporate (non-financial)

EDM applies and supports the principles of a responsible company in its overall management and respect for economic standards and human values through:

- An uncompromising customer service that encompasses the search for performance as well as the guarantee of transparency
- A human resources management that aims to create a working environment that contributes to the personal and professional fulfilment of our employees
- A long term vision that allows us to anticipate and limit conflicts of interest

16.3. Additional information.[OPTIONAL]


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