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Metzler Asset Management GmbH

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.

ESG integration is a specific strategy for more sustainable investments aimed at improving fund performance by integrating sustainability aspects into the traditional investment analysis process.

For example, we evaluate the economic impact of the following aspects on a company’s business success:

  • ESG scores issued by MSCI ESG Research
  • Sector-specific key performance indicators (KPIs)
  • ESG aspects of company business models.

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

Corporate (financial)

Our approach is the same for Corporate (financial), Corporate (non-financial) and Securitised.

Corporate (non-financial)

Our approach is the same for Corporate (financial), Corporate (non-financial) and Securitised.

Securitised

Our approach is the same for Corporate (financial), Corporate (non-financial) and Securitised.

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 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

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)

Our approach is the same for Corporate (financial), Corporate (non-financial) and Securitised.

The integration of sustainability criteria takes place throughout the entire investment process. The main goal here is to avoid exposure to material risks, while at the same time enhancing performance over the long term through additional identification of alpha sources by means of a performance-based sustainability rating.

Corporate (non-financial)

Our approach is the same for Corporate (financial), Corporate (non-financial) and Securitised.

Securitised

Our approach is the same for Corporate (financial), Corporate (non-financial) and Securitised.

16.3. Additional information.[OPTIONAL]


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