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Edmond de Rothschild Asset Management (France) (EDRAM)

PRI reporting framework 2018

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG issues

(C) Implementation: Integration of ESG issues

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate which ESG factors you systematically research as part of your investment analysis and the proportion of actively managed listed equity portfolios that is impacted by this analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]

In terms of ESG integration within its equities management

  • Edmond de Rothschild Asset Management (France) has integrated the ESG criteria in its voting policy as they may be subject to shareholder resolutions.
  • Edmond de Rothschild Asset Management (France) is gradually increasing the scope of its ESG research coverage:

                   => Edmond de Rothschild Asset Management (France) has already extended its SRI / ESG analysis capabilities thanks to a partnership with the extra-financial agency Sustainalytics. This ESG-focused information is available and accessible in-house to all the funds management team.

                   => Our in-house ESG research capability currently covers 6000  global companies among which we met in 2017 115 companies (against 81 in 2016) related to ESG issues and we updated  144 ESG ratings (against 111 in 2016).

 


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

          ESG and carbon profiling is used to feed the dialogue with the European investees on ESG material risks and opportunities. It can influence investment decisions.
        

09.6. Additional information.[Optional]

operational methods focus on interacting with asset management teams and paying attention to material ESG risks and opportunities in order to help managers understand and take ownership of ESG factors:

  1. Accessibility of ESG data and extended analysis coverage
  2. Gradual introduction of systematic ESG discussions, materialized during:  

 weekly equity and fixed-income meetings regarding the RI team ESG convictions (alerts regarding controversies or sensitive issues, highly material events, investment opportunities on sustainability-related stocks)

informal day-to-day email discussions with RI asset managers regarding an issuer's material ESG risks

  3. Practical ESG projects (Bottom-up approach

All equity and bond management teams are contributing to and co-operating with ten ESG integration projects in 2017-2020 such as the  Valuation impact of ESG research (equities and corporate credit) project, which finalized in the systematic integration of the ESG rating impacts on the equities and corporate bond valorisation

4 Monitoring of carbon and ESG measures

This work is currently carried out on request, but the 2020 goal is that 100% of our active fundamental asset management will feature ESG integration and carbon footprint monitoring and r


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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