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Tikehau Capital

PRI reporting framework 2018

Export Public Responses

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


FI 01. Incorporation strategies applied

01.1. 以下を記載してください。 (1)組織でアクティブ運用する債券投資について、どのESG組み入れ戦略や組み合わせを使用しているか(2)各戦略が適用されるアクティブ運用債券投資合計の割合(+/- 5%)

0 スクリーニングのみ
0 テーマのみ
0 統合のみ
100 スクリーニング + 統合戦略
0 テーマ + 統合戦略
0 スクリーニング + テーマ戦略
0 3つの戦略すべての組み合わせ
0 組み入れ戦略を適用していない

01.2. 特定のESG組み入れ戦略を選択している主な理由と、使用する戦略の組み合わせを説明してください。

Our fixed income investments include private direct lending, leveraged loans (including CLOs) and listed fixed income management (investment grade and high yield).

In terms of ESG screening, Group exclusion principles are applied to potential investments. Manufacturers of controversial weapons and issuers based in high risks jurisdictions are excluded.

In terms of ESG evaluation approach, investment analysts perform a detailed review of each potential investment which includes a range of ESG factors. This is being formalized by implementing a proprietary ESG risk tool. If there is a concern over an investment opportunity (e.g.. polluting industry, controversial businesses, etc.), the ESG committee will be called.

ESG monitoring processes will be implemented from 2018: In terms of ESG monitoring for listed fixed income securities and CLOs, research analysts will update the analysis risk tool on an annual basis. In terms of ESG monitoring for private debt securities, an ESG questionnaire will be sent to portfolio companies and the results will be monitored by investment teams.

For companies offering a greater access to management, the investment teams may ask ESG questions during management interviews and promote best practices.

01.3. 補足情報 [任意]

FI 02. ESG issues and issuer research (Private)

FI 03. Processes to ensure analysis is robust

03.1. 組織のESG調査プロセスの堅牢性を確保する方法を記載してください。

03.2. ESG情報または分析を投資チーム内で共有する方法を記載してください。

03.3. 補足情報 [任意]