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de Pury Pictet Turrettini & Cie

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) Implementation: Integration

FI 11. Integration overview

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

ESG parameters are an integral part of the evaluation of the strength and longevity of a company's business model.

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

Corporate (non-financial)

ESG parameters are an integral part of the evaluation of the strength and longevity of a company's business model.

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
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]

ESG aspects are integral part of any investment selection.

We source the same ESG data as for our equity research - the results of our assessment based on raw ESG company data and our company engagement briefings.

We view the value of integrating ESG aspects into traditional fixed income assets as lesser impactful
(performance and ESG impact) as with equities. We therefore also focus on the selection of specific impact notes.

 


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
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.

Corporate (non-financial)

ESG aspects are integral part of any investment selection.

We source the same ESG data as for our equity research - the results of our assessment based on raw ESG company data and our company engagement briefings.

We view the value of integrating ESG aspects into traditional fixed income assets as lesser impactful
(performance and ESG impact) as with equities. We therefore also focus on the selection of specific impact notes.

13.3. Additional information.[OPTIONAL]


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