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Bradesco Asset Management

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.

For fixed income assets, ESG rating is considered together with financial, corporate and issuance-specific information to form the issuer's final rating. The integrated result is discussed with the investment committee to determine asset allocation. 

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 rating influences the asset allocation limit for each institution in our portfolio

Corporate (non-financial)

ESG rating influences asset allocation in new issuances and risk management in our current portfolios

Securitised

ESG rating influences asset allocation in new issuances and risk management in our current portfolios

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)
Securitised
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
Corporate (financial)

Environmental

Social

Governance

Corporate (non-financial)

Environmental

Social

Governance

Securitised

Environmental

Social

Governance

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

Corporate (financial)

Annual reviews of ESG rating are considered when analysing the financial limits.

Corporate (non-financial)

New issuances consider ESG rating when analysing the issuer, and annual reviews provide the investment team with information about ESG risks that can lead to engagement with companies or influence investment decision 

Securitised

New issuances consider ESG rating when analysing the issuer, and annual reviews provide the investment team with information about ESG risks that can lead to engagement with companies or influence investment decision

16.3. Additional information.[OPTIONAL]


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