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CDC International Capital

PRI reporting framework 2018

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (C) Implementation: Integration

(C) Implementation: Integration

FI 11. Integration overview

11.1. Describe your approach to integrating ESG into traditional financial analysis.

CDC IC drafted a new ESG process in 2017 which was entirely integrated in the global investment process. The objective was to strengthen the ESG approach regarding the integration of ESG issues in all the investment stages, from the preinvestment stage, over the holding period, to the end of the investment (e.g. identification of ESG issues before the investment).

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

Corporate (non-financial)

Only one type of fixed income: corporate (non-financial).

CDC uses, if necessary, an external ESG specialist to help with the identification of the most material ESG issues of the Issuer. As such, ESG risks and opportunities within the business industry are analysed, in consistency with the Company profile (mainly its size and geographical implementation). ESG risk mapping per country and business sector-based ESG analysis are thus provided, adapted to each issuer.

11.3. Additional information [OPTIONAL]


FI 12. Integration - ESG information in investment processes

12.1. Indicate how ESG information is typically used as part of your investment process.

Select all that apply
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

12.2. Additional information [OPTIONAL]


FI 13. Integration - E,S and G issues reviewed

13.1. Indicate the extent to which ESG issues are reviewed in your integration process.

Environment
Social
Governance
Corporate (non-financial)

Environmental

Social

Governance

13.2. Please provide more detail on how you review E, S and G factors in your integration process.

Corporate (non-financial)

CDC uses, if necessary, an external ESG specialist to help with the identification of the most material ESG issues (risks and opportunities) of the Issuer. ESG risk mapping per country and business sector-based ESG analysis are provided, in consistency with the Company’s context (size, activities, etc.).

13.3. Additional information.[OPTIONAL]


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