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EDM

PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

Appointment

SAM 04. Appointment processes (listed equity/fixed income)

04.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment and/or commitment process

04.2. Provide an example per asset class of your benchmarks, objectives, incentives/controls and reporting requirements that would typically be included in your managers’ appointment.

Asset class

Benchmark

ESG Objectives

          Following its commitment to responsible investment and the integration of Environmental, Social and Governance (ESG) factors, EDM has adopted a policy that exclude companies deriving their main revenues from controversial weapons, pornography and gambling.
        
          Environmental, Social and Governance (ESG) research is mainly carried out internally by the investment team when initially selecting stocks and bonds. The analysts and portfolio managers study a number of Environmental, Social and Governance (ESG) criteria in their analysis.
EDM Investment team sets or revises goals for responsible investment and EDM also review performance against its objectives for responsible investment. Chief Investment Officer (CIO), Investment Committee, Portfolio managers, Investment analysts and dedicated responsible investment staff, all of them have oversight and implementation responsibilities for responsible investment to ensure that EDM’s objectives and values are maintained in all its business pursuits.
The Environmental, Social and Governance (ESG) integration process covers our European, Spanish, Latin American, Emerging Markets equity strategy and Fixed Income.
        
          EDM has a voting policy procedure available under petitions that describes obligations to vote in specific cases.
        
          I. To incorporate Environmental, Social and Governance (ESG) issues into our investment
analysis and decision-making processes
II. To be active owners and incorporate Environmental, Social and Governance (ESG) issues into our ownership policies and practices
III. To seek appropriate disclosure on Environmental, Social and Governance (ESG) issues
from the entities we invest in
IV. To promote acceptance and implementation of the principles within the investment
industry
V. To work with other signatories to enhance effectiveness in implementing the principles
VI. To report on our activities and progress towards implementing the principles
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Following its commitment to responsible investment and the integration of Environmental, Social and Governance (ESG) factors, EDM has adopted a policy that exclude companies deriving their main revenues from controversial weapons, pornography and gambling.
        
          Environmental, Social and Governance (ESG) research is mainly carried out internally by the investment team when initially selecting stocks and bonds. The analysts and portfolio managers study a number of Environmental, Social and Governance (ESG) criteria in their analysis.
EDM Investment team sets or revises goals for responsible investment and EDM also review performance against its objectives for responsible investment. Chief Investment Officer (CIO), Investment Committee, Portfolio managers, Investment analysts and dedicated responsible investment staff, all of them have oversight and implementation responsibilities for responsible investment to ensure that EDM’s objectives and values are maintained in all its business pursuits.
The Environmental, Social and Governance (ESG) integration process covers our European, Spanish, Latin American, Emerging Markets equity strategy and Fixed Income.
        
          EDM has a voting policy procedure available under petitions that describes obligations to vote in specific cases.
        
          I. To incorporate Environmental, Social and Governance (ESG) issues into our investment
analysis and decision-making processes
II. To be active owners and incorporate Environmental, Social and Governance (ESG) issues into our ownership policies and practices
III. To seek appropriate disclosure on Environmental, Social and Governance (ESG) issues
from the entities we invest in
IV. To promote acceptance and implementation of the principles within the investment
industry
V. To work with other signatories to enhance effectiveness in implementing the principles
VI. To report on our activities and progress towards implementing the principles
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Following its commitment to responsible investment and the integration of Environmental, Social and Governance (ESG) factors, EDM has adopted a policy that exclude companies deriving their main revenues from controversial weapons, pornography and gambling.
        
          Environmental, Social and Governance (ESG) research is mainly carried out internally by the investment team when initially selecting stocks and bonds. The analysts and portfolio managers study a number of Environmental, Social and Governance (ESG) criteria in their analysis.
EDM Investment team sets or revises goals for responsible investment and EDM also review performance against its objectives for responsible investment. Chief Investment Officer (CIO), Investment Committee, Portfolio managers, Investment analysts and dedicated responsible investment staff, all of them have oversight and implementation responsibilities for responsible investment to ensure that EDM’s objectives and values are maintained in all its business pursuits.
The Environmental, Social and Governance (ESG) integration process covers our European, Spanish, Latin American, Emerging Markets equity strategy and Fixed Income.
        
          EDM has a voting policy procedure available under petitions that describes obligations to vote in specific cases.
        
          I. To incorporate Environmental, Social and Governance (ESG) issues into our investment
analysis and decision-making processes
II. To be active owners and incorporate Environmental, Social and Governance (ESG) issues into our ownership policies and practices
III. To seek appropriate disclosure on Environmental, Social and Governance (ESG) issues
from the entities we invest in
IV. To promote acceptance and implementation of the principles within the investment
industry
V. To work with other signatories to enhance effectiveness in implementing the principles
VI. To report on our activities and progress towards implementing the principles
        

Incentives and controls

Reporting requirements

04.3. Indicate which of these actions your organisation might take if any of the requirements are not met

04.4. Provide additional information relevant to your organisation`s appointment processes of external managers. [OPTIONAL]

          
        

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