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DNCA Finance

PRI reporting framework 2019

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

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)
0 Screening alone
0 Thematic alone
98 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
2 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (non-financial)
0 Screening alone
0 Thematic alone
98 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
2 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.

At DNCA, we make a difference between:

- SRI strategies (2% AUM) that combine thematic, screening and incorporation

- ESG incorporation that applies for all the funds but only for equities and corporate bonds.

- All the rest where we do not incorporate any ESG analysis because it make little sense in our opinion (SSA).

 

01.3. Additional information [Optional].


FI 02. ESG issues and issuer research

02.1. Indicate which ESG factors you systematically research as part of your analysis on issuers.

Select all that apply
Corporate (financial)
Corporate (non-financial)
Environmental data
Social data
Governance data

02.2. Indicate what format your ESG information comes in and where you typically source it

Indicate who provides this information  

specify description

          Company meetings with top management and site visits
        

Indicate who provides this information  

Indicate who provides this information  

Indicate who provides this information  

02.3. Provide a brief description of the ESG information used, highlighting any differences in sources of information across your ESG incorporation strategies.

At DNCA we do no use any external data from providers. We focus on internal research based on CSR information and ESG raw data coming from companies (annual report and dedicated CSR report). To which, we add information collected through company meetings and newsflow. 

02.4. Additional information. [Optional]


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]

The RI team works in coordination with the risk management team, the compliance team, the investment teams (who all have access to our internal ABA ESG platform) to ensure that the ESG screens are robust and well implemented. We are also very transparent with our clients and provide regularly upon request samples of our ESG analysis to them. The monthly ESG committee, which includes the risk management team, the compliance team, the legal team, the investment teams, commercial teams, also discuss and review how our ESG screens are applied to the relevant funds.

Last but not least, all our SRI funds (BEYOND range) have been certified according to the French SRI Label, which mostly evaluates the robustness of SRI procedures.


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