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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.

We systematically review any potential ESG issues as part of general quality criteria in each company/issuer and evaluate their significance. In review and evaluation we use sell-side reseach, company web-pages and ESG research provided by an external service provider.

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 issues are reviewed as a part of the general quality criteria for both financial and other corporates; the significance of E, S and G factors may differ by industrial or financial sector which is taken into account accordingly.

Corporate (non-financial)

ESG issues are reviewed as part of the general quality criteria for both financial and other corporates; the significance of E, S and G factors may differ by industry or finacial sector which is taken into account accordingly

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)

In priciple, all the companies/issuers are analysed and evaluted in regard to E, S and G factors. These factors and the management of ESG issues are considered as part of quality criteria when analysing and evaluating companies/issuers. The significance of E, S and G factors may vary between different sector and these are evalued accordingly. Sell-side research is widely used, as well as specific ESG research, company pages and other available information

Corporate (non-financial)

In principle, all the companies/issuers are analysed and evaluated in regard to E, S and G factors. These factors and the management of ESG issues are considered as part of quality criteria when analysing and evaluating companies/issuers. The significance of E, S and G factors may vary between different sectors and these are evalued accordingly. Sell-side research is widely used as well as specific ESG research, company pages and other available information.

16.3. Additional information.[OPTIONAL]


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