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ABN AMRO Bank N.V.

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 our Discretionary Portfolio Management ("DPM") investment process a "financial performance first and a best-in-class sustainability" approach is in place. This means that in case of similar scores on key financial performance drivers, the preference for selection in client portfolios resides on companies that offer the highest sustainability ratings. This selection methodology, which is based on exclusion and selection of investments should translate into portfolios that are above benchmark in terms of sustainability. The overall sustainability of the portfolio is monitored periodically (at least annually) to safeguard above benchmark levels of sustainability.

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

Corporate (financial)

There is no difference in the investment process for corporate bonds.

Corporate (non-financial)

There is no difference in the investment process for corporate bonds.

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)

For our Discretionary Portfolio Management ("DPM") investment process a "financial performance first and a best-in-class sustainability" approach is in place. This means that in case of similar scores on key financial performance drivers, the preference for selection in client portfolios resides on companies that offer the highest sustainability ratings. This selection methodology, which is based on exclusion and selection of investments should translate into portfolios that are above benchmark in terms of sustainability. The overall sustainability of the portfolio is monitored periodically (at least annually) to safeguard above benchmark levels of sustainability.

Corporate (non-financial)

For our Discretionary Portfolio Management ("DPM") investment process a "financial performance first and a best-in-class sustainability" approach is in place. This means that in case of similar scores on key financial performance drivers, the preference for selection in client portfolios resides on companies that offer the highest sustainability ratings. This selection methodology, which is based on exclusion and selection of investments should translate into portfolios that are above benchmark in terms of sustainability. The overall sustainability of the portfolio is monitored periodically (at least annually) to safeguard above benchmark levels of sustainability.

16.3. Additional information.[OPTIONAL]


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