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Aktia Bank p.l.c.

PRI reporting framework 2018

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

C) 実施:ESG問題の統合

FI 11. Integration overview

11.1. ESGを従来の財務分析に統合するアプローチを説明してください。

Material effects from ESG factors that impact the financial outlook and prospects of companies and countries are accounted for in our valuation and investment process.

11.2. 投資する債券の各種類に対してESG統合アプローチをどのように調整するのか説明してください。

SSA

We observe the following factors when assessing government bonds from a responsibility perspective: political practices, government strength, social development, economic and financial stability, ability to withstand external shocks, and willingness to reform. A deficiency in any single factor does not in itself cause a negative investment decision. However, deficiencies in several factors, in combination with a regressive policy, can lead to a country being excluded from our investment portfolios. Through instrument selection we can decide when we finance a specific state directly, and when we support some specific development project for example through multinational development programs.

社債(金融)

Effects of environmental, social and governance factors are observed as an integrated part in the investment process. Positive factors in this respect are for example opportunities arising from trends related to the environment and the development of society, which can benefit leading companies. Negative factors relate for example to how companies manage environmental, social and governance related risks in their activities. We identify ESG-risks and possibilities, and thereby create a better ground for sound investment decisions.

社債(非金融)

Effects of environmental, social and governance factors are observed as an integrated part in the investment process. Positive factors in this respect are for example opportunities arising from trends related to the environment and the development of society, which can benefit leading companies. Negative factors relate for example to how companies manage environmental, social and governance related risks in their activities. We identify ESG-risks and possibilities, and thereby create a better ground for sound investment decisions.

11.3. 補足情報 [任意]


FI 12. Integration - ESG information in investment processes

12.1. ESG情報が、通常、投資プロセスの一部としてどのように使用されるのか記載してください。

当てはまるものをすべて選択してください
SSA
社債(金融)
社債(非金融)
ESG分析をファンダメンタル分析に組み込んでいる
ESG分析を証券ウェイト判断に組み込んでいる
ESG分析をポートフォリオ構築判断に組み込んでいる
ESG分析は組織内の信用格付けまたは評価の標準要素になっている
発行体のESG分析が、投資委員会の標準議題になっている
組織内の調査レポートまたは同様文書で定期的にESG分析が取り上げられる
ESG分析は、進行中のポートフォリオ監視の標準項目に入っている
ESG分析は、すべての組織内の発行体概要または同様文書に含まれる
その他(具体的に記載してください)

12.2. 補足情報 [任意]


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

13.1. 組織の統合プロセスでESG問題をどのように検討するか示してください。

E(環境)
S(社会)
G(ガバナンス)
SSA

E(環境)

S(社会)

G(ガバナンス)

社債(金融)

E(環境)

S(社会)

G(ガバナンス)

社債(非金融)

E(環境)

S(社会)

G(ガバナンス)

13.2. 組織の統合プロセスでE/S/G要因を検討する方法を詳しく説明してください。

SSA

Factors such as political practices, strength of governance structure, level of corruption, social progress, economical and financial stability, and willingness to improve in these aspects over the longer term, are considered when assessing expected risk and return of investments. No factor in itself leads to buying / selling / including / excluding the bonds of any particular country. Instead, the overall picture of the ESG characteristics of a country, in combination with it's economical and financial prospects, can lead to it being excluded on a tactical or strategic horizon from our investment portfolios.

社債(金融)

Environmental, governance- or stakeholder related issues that impact the level of risk of the different companies are considered when material.

社債(非金融)

Environmental, governance- or stakeholder related issues that impact the level of risk of the different companies are considered when material.

13.3. 補足情報 [任意]


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