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1919 Investment Counsel

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.

Utilizing fundamental analysis and an assessment of relative value within the context of current market conditions, future movements in interest rates, changes in the shape of the yield curve, and changes in sector spreads are forecasted to derive portfolio strategy. Our results derive from an emphasis on security selection, sector allocation, and yield curve management in addition to interest rate forecasts. Our dedicated team of social research analysts conducts proprietary social research on domestic and international companies and issues. Each security considered for purchase is evaluated using a comprehensive social analysis method. The social research team applies customized screens to help 1919 Investment Counsel, LLC's portfolio managers eliminate companies that do not meet the client's specific social requirements and select investments that do.

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

Corporate (financial)

Utilizing fundamental analysis and an assessment of relative value within the context of current market conditions, future movements in interest rates, changes in the shape of the yield curve, and changes in sector spreads are forecasted to derive portfolio strategy. Our results derive from an emphasis on security selection, sector allocation, and yield curve management in addition to interest rate forecasts. Our dedicated team of social research analysts conducts proprietary social research on domestic and international companies and issues. Each security considered for purchase is evaluated using a comprehensive social analysis method. The social research team applies customized screens to help 1919 Investment Counsel, LLC's portfolio managers eliminate companies that do not meet the client's specific social requirements and select investments that do.

Corporate (non-financial)

Utilizing fundamental analysis and an assessment of relative value within the context of current market conditions, future movements in interest rates, changes in the shape of the yield curve, and changes in sector spreads are forecasted to derive portfolio strategy. Our results derive from an emphasis on security selection, sector allocation, and yield curve management in addition to interest rate forecasts. Our dedicated team of social research analysts conducts proprietary social research on domestic and international companies and issues. Each security considered for purchase is evaluated using a comprehensive social analysis method. The social research team applies customized screens to help 1919 Investment Counsel, LLC's portfolio managers eliminate companies that do not meet the client's specific social requirements and select investments that do.

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)

E, S, and G factors are included in the integration process based on Positive and Negative screenings, all while following client-specific guidelines. Thus, the level of E, S, or G factors considered for each issuer or security varies based on the client portfolio in question.

Corporate (non-financial)

E, S, and G factors are included in the integration process based on Positive and Negative screenings, all while following client-specific guidelines. Thus, the level of E, S, or G factors considered for each issuer or security varies based on the client portfolio in question.

16.3. Additional information.[OPTIONAL]


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