This report shows public data only. Is this your organisation? If so, login here to view your full report.

Crédit Mutuel Asset Management

PRI reporting framework 2018

Export Public Responses
Pdf-img

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

(C) Implementation: Integration

FI 11. Integration overview

11.1. Describe your approach to integrating ESG into traditional financial analysis.

We started 15 years ago, focusing on social issues and stranded assets, as well as the impact of bad governance on the prices

11.2. Describe how your ESG integration approach is adapted to each of the different types of fixed income you invest in.

SSA

Link with risks and economics

Corporate (financial)

Link with sustainability

Corporate (non-financial)

Governance, stranded assets

11.3. Additional information [OPTIONAL]


FI 12. Integration - ESG information in investment processes

12.1. Indicate how ESG information is typically used as part of your investment process.

Select all that apply
SSA
Corporate (financial)
Corporate (non-financial)
ESG analysis is integrated into fundamental analysis
ESG analysis is integrated into security weighting decisions
ESG analysis is integrated into portfolio construction decisions
ESG analysis is a standard part of internal credit ratings or assessment
ESG analysis for issuers is a standard agenda item at investment committee meetings
ESG analysis is regularly featured in internal research notes or similar
ESG analysis is a standard feature of ongoing portfolio monitoring
ESG analysis features in all internal issuer summaries or similar documents
Other, specify

12.2. Additional information [OPTIONAL]


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

13.1. Indicate the extent to which ESG issues are reviewed in your integration process.

Environment
Social
Governance
SSA

Environmental

Social

Governance

Corporate (financial)

Environmental

Social

Governance

Corporate (non-financial)

Environmental

Social

Governance

13.2. Please provide more detail on how you review E, S and G factors in your integration process.

SSA

ESG are indicators of risk, so are allways integrated and discussed in internal meetings

Corporate (financial)

ESG are indicators of risk

Corporate (non-financial)

ESG are indicators of risk

13.3. Additional information.[OPTIONAL]


Top