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MV Credit Partners LLP

PRI reporting framework 2019

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (C) Implementation: Integration

(C) Implementation: Integration

FI 10. Integration overview

10.1. Describe your approach to integrating ESG into traditional financial analysis.

An assessment of ESG risks, when making investment recommendations, is added to the Investment Memorandums to be presented to the Board. This assessment includes:

- A complete ESG investment checklist

- A complete ESG reporting checklist

- A review/list of other relevant ESG considerations addressed throughout the due diligence process. This review focuses on relevant ESG risks for each individual investment and put emphasis on how these would be addressed throughout the life of the holding of the asset (a suggested selection of considerations is listed on question FI 12.2).

Going forward, MV Credit is looking to implement an ESG scoring system, which will formalise how the Manager Board determines and evaluates ESG compliance.

10.2. Describe how your ESG integration approach is adapted to each of the different types of fixed income you invest in.

Corporate (non-financial)

Our ESG integration approach is the same for each type of fixed income we invest in.

10.3. Additional information [OPTIONAL]


FI 11. Integration - ESG information in investment processes

11.1. Indicate how ESG information is typically used as part of your investment process.

Select all that apply
Corporate (non-financial)
ESG analysis is integrated into fundamental analysis
ESG analysis is used to adjust the internal credit assessments of issuers.
ESG analysis is used to adjust forecasted financials and future cash flow estimates.
ESG analysis impacts the ranking of an issuer relative to a chosen peer group.
An issuer's ESG bond spreads and its relative value versus its sector peers are analysed to find out if all risks are priced in.
The impact of ESG analysis on bonds of an issuer with different durations/maturities are analysed.
Sensitivity analysis and scenario analysis are applied to valuation models to compare the difference between base-case and ESG-integrated security valuation.
ESG analysis is integrated into portfolio weighting decisions.
Companies, sectors, countries and currency and monitored for changes in ESG exposure and for breaches of risk limits.
The ESG profile of portfolios is examined for securities with high ESG risks and assessed relative to the ESG profile of a benchmark.
Other, specify

11.2. Additional information [OPTIONAL]


FI 12. Integration - E,S and G issues reviewed

12.1. Indicate the extent to which ESG issues are reviewed in your integration process.

Environment
Social
Governance
Corporate (non-financial)

Environmental

Social

Governance

12.2. Please provide more detail on how you review E, S and/or G factors in your integration process.

Corporate (non-financial)

ENVIRONMENTAL

Environmental

Climate change

Biodiversity

Energy resources and management

Biocapacity and ecosystem quality

Air pollution

Water scarcity and pollution

 

SOCIAL

Demographics

Human rights

Employee relations

Health and safety

Diversity

Customer relations

Product responsibility

 

GOVERNANCE

Business integrity

Shareholder rights

Incentive structure

Audit practices

Board independence & expertise

Fiduciary duty

Transparency/accountability

12.3. Additional information.[OPTIONAL]


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