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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 » Implementation processes

Implementation processes

FI 01. Incorporation strategies applied

01.1. Indicate 1) Which ESG incorporation strategy and/or combination of strategies you apply to your actively managed fixed income investments; and 2) The proportion (+/- 5%) of your total actively managed fixed income investments each strategy applies to.

Corporate (non-financial)
0 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
100 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%

01.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

ESG aspects are in 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.

01.3. Additional information [Optional].


FI 02. ESG issues and issuer research (Private)


FI 03. Processes to ensure analysis is robust

03.1. Indicate how you ensure that your ESG research process is robust:

03.2. Describe how your ESG information or analysis is shared among your investment team.

03.3. 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.

 


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