Fixed Income (corporate) adhere to the same Sustainable Invesment policy as Listed Equity.
This type of screening intends to ensure that the investors do not hold assets in companies that are in breach of international normas as well as ensuring that no funds are invested in certain aspects of nuclear arms production and other controversial weapons (cluster munition and anti-personal mines), as well as our investment resctricions on Thermal Coal and Tar Sand. In addition, funds that exclude selected controversial sectors such as alcohol and gambling are screened to ensure that applicable exclusions are in place.
We integrate environmental, social and governance (ESG) considerations in our investment practices, as we believe that management of environmental and social risks and well-functioning corporate governance is a precondition for an optimiszation of the risk-adjusted return. In 2018 a new strategy & policy was published where we analyse environmental, social, corporate governance and financial factors, to better understand the companies we invest in; their business models, positions, risks and opportunities. This is not a side issue - it is an integrated part of our processes, products and advisory. We call it ‘ESG Inside’.