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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 » Implementation processes


FI 01. Incorporation strategies applied

以下を記載してください。 (1)組織でアクティブ運用する債券投資について、どのESG組み入れ戦略や組み合わせを使用しているか(2)各戦略が適用されるアクティブ運用債券投資合計の割合(+/- 5%)
0 スクリーニングのみ
0 テーマのみ
0 統合のみ
100 スクリーニング + 統合戦略
0 テーマ + 統合戦略
0 スクリーニング + テーマ戦略
0 3つの戦略すべての組み合わせ
0 組み入れ戦略を適用していない

01.2. 特定のESG組み入れ戦略を選択している理由と、使用する戦略の組み合わせを説明してください。

Whilst MV Credit invests across the capital structure, most of our funds are focused on Senior (e.g. TLB, FRN) and Subordinated lending (e.g. second Lien, PIK, preferred equity). As such, our ESG strategy development has been characterised by our non-active ownership of the underlying assets we invest in.

Since inception, MV Credit has always operated with an informal and formal investment exclusion criterion. Initially the informal aspect was driven by the managers personal investment philosophy (ethical and moral exclusions); whilst the formal criteria included further specific requests from our LPs; which were formally included in our fund documentation [See more on questions FI 04.2 and SG 01.4].

Through gradually formalising our ESG practices (e.g. becoming a UN PRI signatory in 2012 – then under CapVest) we have reached a point in our development where we currently incorporate a three step ESG / RI evaluation of prospective investments. We (i) screen potential investments through a negative/exclusionary and norms-based strategy, (ii) seek further support/ validation of ESG values through a deeper Due Diligence Assessment (integration strategies), and (iii) our findings are presented and vindicated at the investment committee / Board level.

01.3. 補足情報 [任意]

FI 02. ESG issues and issuer research (Private)

FI 03. Processes to ensure analysis is robust

03.1. 組織のESG調査プロセスの堅牢性を確保する方法を記載してください。

03.2. ESG情報または分析を投資チーム内で共有する方法を記載してください。

03.3. 補足情報 [任意]