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Fiera Capital Corporation

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 data is integrated to identify weaknesses and risks to which companies are exposed to, especially risks related to Environmental, Social and Governance issues. ESG data helps understand how companies are mitigating those sources of risk – either via policies or actions.

Depending on the bond type, different factors/risk exposures may be weighted more heavily.

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

SSA

ESG data is integrated to identify weaknesses and risks to which companies are exposed to, especially risks related to Environmental, Social and Governance issues. ESG data helps understand how companies are mitigating those sources of risk – either via policies or actions.

Governance weighted more heavily

Corporate (financial)

ESG data is integrated to identify weaknesses and risks to which companies are exposed to, especially risks related to Environmental, Social and Governance issues. ESG data helps understand how companies are mitigating those sources of risk – either via policies or actions.

Governance weighted more heavily

Corporate (non-financial)

ESG data is integrated to identify weaknesses and risks to which companies are exposed to, especially risks related to Environmental, Social and Governance issues. ESG data helps understand how companies are mitigating those sources of risk – either via policies or actions.

Environmental, Social and Governance all weighted heavily

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
SSA
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
SSA

Environmental

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.

SSA

ESG data is integrated to identify weaknesses and risks to which companies are exposed to, especially risks related to Environmental, Social and Governance issues. ESG data helps understand how companies are mitigating those sources of risk – either via policies or actions.

Depending on the bond type, different factors/risk exposures may be weighted more heavily.

ESG data are provided from multiples sources such as:

  • MSCI ESG Research
  • Sell-side research

Corporate (financial)

ESG data is integrated to identify weaknesses and risks to which companies are exposed to, especially risks related to Environmental, Social and Governance issues. ESG data helps understand how companies are mitigating those sources of risk – either via policies or actions.

Depending on the bond type, different factors/risk exposures may be weighted more heavily.

ESG data are provided from multiples sources such as:

  • MSCI ESG Research
  • Sell-side research
  • Risk Factors identified in prospectus and financial statements

Corporate (non-financial)

ESG data is integrated to identify weaknesses and risks to which companies are exposed to, especially risks related to Environmental, Social and Governance issues. ESG data helps understand how companies are mitigating those sources of risk – either via policies or actions.

Depending on the bond type, different factors/risk exposures may be weighted more heavily.

ESG data are provided from multiples sources such as:

  • MSCI ESG Research
  • Sell-side research
  • Risk Factors identified in prospectus and financial statements

16.3. Additional information.[OPTIONAL]


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