We use the ESG evaluation performed by our partner Vigeo Eiris, which focuses on 6 Domains (Environment, Human Rights, Human Ressources, Corporate Governance, Customers and Suppliers, Community Involvment).
We also have access to the data from in-house analysis realized by our equity department, for which public information and brokers information are used.
Finally, we can also refer to a database containing all ESG quantitative data from our partner Vigeo and Trucost.
Fixed Income analysts consult all available extra-financial research and check the financial valuation is consistent with extra-financial ratings, meaning the spread remains interesting from a credit risk perspective.
In addition, our fixed income funds are subject to a quarterly ESG analysis, based on Vigeo’s data.
For each fund, the global ESG rating of all issuers in the portfolio are specified in a file sent on a quarterly basis to fund manager-analysts : This file highlights, for every of each issuers, the overall ESG rating as well as the ratings of the 6 domains analyzed.
Furthermore, the ESG team writes a comment on issuers with low overall rating (overall rating “weak”), using quantitative data from Vigeo, the comments are also sent on a quarterly basis to fund manager-analysts.