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IVO Capital Partners

PRI reporting framework 2019

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income

ESG incorporation in actively managed fixed income

Implementation processes

FI 01. Incorporation strategies applied

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

IVO Capital Partners is currently working on improving its implementation process by integrating ESG indicators / risk into its models. Defining a screening method, with the set up of an exclusion list, was a first step towards a formalised consideration of ESG criteria.

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]

Investment staff do use ESG data provided directly by the company or by an external provider and discuss ESG criteria during investment committee. We set up a grid with ESG indicators, pre-filed by our analyst and send to portfolio's companies for revision and completion. An ESG review has also been added to our issuer analysis summaries. However, this is not yet systematic as implementation work is in process.


(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

To identify companies to be excluded from our investment universe, we realize a sector-based and norm-based negative screening. Nonetheless, we do believe that the decision not to invest is not always the best option to help emerging economies to grow. In order to engage with societies matching with the exclusion list and not passing the screening, we allow them a 18-month period to become compliant before divestment (maximum 5% of the portfolio). Exclusion criterias have been established according to international conventions and controversial sectors, adapted to emerging markets. The exclusion list is reviewed once a year and an updated version is publicly available on our website.

 

04.3. Additional information. [Optional]


FI 05. Examples of ESG factors in screening process (Private)


FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Checks
Negative/exclusionary screening?
Norms-based screening

06.2. Additional information. [Optional]


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