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

Connor, Clark & Lunn Investment Management Ltd.

PRI reporting framework 2017

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 has been added as an assessment criteria as we undertake corporate bond research. We systematically include the information as part of our process in evaluating the risks of a company, and include the result of our assessment in our company notes. The result of our assessment is incorporated into our spread forecast with other risk factors. We take the same approach to ESG integration whether the company is in the financial or non-financial sector.

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

Corporate (financial)

We take the same approach to ESG integration whether the company is in the financial or non-financial sector.

Corporate (non-financial)

We take the same approach to ESG integration whether the company is in the financial or non-financial sector.

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 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

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

Corporate (financial)

ESG has been added as an assessment criteria as we undertake corporate bond research. We systematically include the information as part of our process in evaluating the risks of a company, and include the result of our assessment in our company notes. The result of our assessment is incorporated into our spread forecast with other risk factors.

Corporate (non-financial)

ESG has been added as an assessment criteria as we undertake corporate bond research. We systematically include the information as part of our process in evaluating the risks of a company, and include the result of our assessment in our company notes. The result of our assessment is incorporated into our spread forecast with other risk factors.

16.3. Additional information.[OPTIONAL]


Top