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Barrow, Hanley, Mewhinney & Strauss, LLC

PRI reporting framework 2019

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - SSA

We have incorporated ESG factors in our credit research of all holdings across BHMS fixed income portfolios. Our standard research and due diligence process has also been updated to integrate the inclusion of the ESG ratings of our holdings in our internal compliance system, Charles River.  Additionally, we now conduct a more detailed examination of any holdings with low third-party ESG ratings. We review third-party reports for those specific holdings to make sure we understand the reasons for the low score and to see if a change in our investment thesis is warranted. We also utilize third-party research at the country level to understand the ESG risks and opportunities of SSA securities. 

Fixed income - Corporate (financial)

We have incorporated ESG factors in our credit research of all holdings across BHMS fixed income portfolios. Our standard research and due diligence process has also been updated to integrate the inclusion of the ESG ratings of our holdings in our internal compliance system, Charles River.  Additionally, we now conduct a more detailed examination of any holdings with low third-pary ESG ratings. We review third-party reports for those specific holdings to make sure we understand the reasons for the low score and to see if a change in our investment thesis is warranted.

Fixed income - Corporate (non-financial)

We have incorporated ESG factors in our credit research of all holdings across BHMS fixed income portfolios. Our standard research and due diligence process has also been updated to integrate the inclusion of the ESG ratings of our holdings in our internal compliance system, Charles River.  Additionally, we now conduct a more detailed examination of any holdings with low third-pary ESG ratings. We review third-party reports for those specific holdings to make sure we understand the reasons for the low score and to see if a change in our investment thesis is warranted.

Fixed income - Securitised

We have incorporated ESG factors in our credit research of all holdings across BHMS fixed income portfolios. Our standard research and due diligence process has also been updated to integrate the inclusion of the ESG ratings of our holdings in our internal compliance system, Charles River.  Additionally, we now conduct a more detailed examination of any holdings with low third-pary ESG ratings. We review third-party reports for those specific holdings to make sure we understand the reasons for the low score and to see if a change in our investment thesis is warranted. 

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)


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