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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) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. 投資分析の一部として体系的に調査するESG要因と、この分析の影響を受けるアクティブ戦略の上場株式ポートフォリオの割合を記載してください。

ESG問題

影響を受ける割合
Environmental

E(環境)

Social

S(社会)

Corporate Governance

コーポレートガバナンス

08.2. 補足情報 [任意]

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. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオマネージャーがどのようにESG情報を保管・使用しているかについて説明してください。

          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. 補足情報 [任意]

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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