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KEPLER-FONDS KAG

PRI reporting framework 2018

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » Implementation processes

Implementation processes

FI 01. Incorporation strategies applied

01.1. Indicate 1) Which ESG incorporation strategy and/or combination of strategies you apply to your actively managed fixed income investments; and 2) The proportion (+/- 5%) of your total actively managed fixed income investments each strategy applies to.

SSA
8.08 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
91.92 No incorporation strategies applied
100%
Corporate (financial)
16.88 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
83.12 No incorporation strategies applied
100%
Corporate (non-financial)
20.69 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
79.31 No incorporation strategies applied
100%
Securitised
9.45 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
90.55 No incorporation strategies applied
100%

01.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

KEPLER's first ethical bond fund - KEPLER Ethik Rentenfonds - was issued in May 2003, therefore, nearly 13 years ago. KEPLER was aware of the importance of sustainable investments quite early and also was aware of its responsibility to promote this kind of investment strategy. In the course of the years, different ethical special funds for institutional investors were issued.

High transparency, independent partners (such as oekom research AG) and an ongoing dialogue with the partners as well as a continuous development of the investment approach are vital for the success of KEPLER's ESG investment approach. As far as ethical bond management is concerned, KEPLER makes use of a wide range of exclusion criteria, which are screened and therefore the basis for all investments in KEPLER Ethik Rentenfonds as well as different special funds (partly with their only individualised exclusion criteria). Exclusion criteria vary between criteria applicable for countries and criteria applicable for companies. ESG analysis doesn't vary across issuer types (meaning, criteria apply for any bond/issuer). We experienced that with this strategy, our understanding of ethical investment is covered best.

Other strategies or combinations of strategies are not applied with KEPLER.

01.3. Additional information [Optional].


FI 02. ESG issues and issuer research (Private)


FI 03. Processes to ensure analysis is robust

03.1. Indicate how you ensure that your ESG research process is robust:

03.2. Describe how your ESG information or analysis is shared among your investment team.

03.3. Additional information. [Optional]


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