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Lazard Frères Gestion

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
100 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)
0 Screening alone
0 Thematic alone
100 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.

Credit analysts consult the extra-financial research provided by our partners and check the financial valuation is consistent with extra-financial ratings, meaning the spread level remains interesting from a credit risk perspective.

Issuers having the weakest extra-financial ratings based on Vigeo's analysis are quarterely monitered.

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]

We have created a database accessible via excel with all ESG information from our extra-financial partners, Vigeo Eiris and Trucost.

The database is accessible to all fund manager-analysts in the fixed income department. The database consists of quantitative data from our extra-financial partners Vigeo Eiris and Trucost. The goal of the database is to facilitate the access of ESG data to our fund manager-analysts.

The data from Vigeo are : 

  • The ratings from all 6 domains (Environment, Human Resources, Human Rights, Customers and Suppliers, Community Involvment, Corporate Governance)
  • The overall company rating

The data from Trucost are: 

  • Scope 1 & 2 emissions
  • Carbon intensity scope 1 & 2

We are currently working on a classification by sector and country of the best and worst performing companies. 


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