This report shows public data only. Is this your organisation? If so, login here to view your full report.

EDM

PRI reporting framework 2020

Export Public Responses
Pdf-img

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

C) 実施:ESG問題の統合

FI 10. Integration overview

10.1. ESGを従来の財務分析に統合するアプローチを説明してください。

As signatories to the PRI, EDM factors ESG issues into our evaluation processes, avoiding companies we believe pose outside ESG risks that can negatively impact our results as investors.  EDM focuses on investing in companies it deems not only creditworthy, but that are also well-run with regard to their ESG exposures.

EDM’s investment team broadly incorporates ESG-related research, particularly as it creates economic risk, into the standardized Credit Reports the team produces.  These reports are shared between portfolio managers and analysts through formal meetings and through ongoing interaction in our open office environment. Constant communication of ideas and results allows for the free flow of questions and supports the maintenance of high research standards.  

As a portfolio manager, EDM has a professional duty to act in the best interests of its clients and to exercise due diligence in its investment process. EDM believes that Environmental, Social and Governance (ESG) factors can be incorporated into its investment and decision-making processes in line with its fiduciary duties.

10.2. 投資する債券の各種類に対してESG統合アプローチをどのように調整するのか説明してください。

社債(金融)

ESG analysis is integrated into security weighting decisions and also, portfolio construction decisions. There are no material differences in the ESG integration approach across the Firm's corporate (financial) and corporate (non-financial) holdings.

社債(非金融)

ESG analysis is integrated into security weighting decisions and also, portfolio construction decisions. There are no material differences in the ESG integration approach across the Firm's corporate (financial) and corporate (non-financial) holdings.

10.3. 補足情報 [任意]

EDM focuses primarily on corporate credit and uses a similar ESG integration approach across the Firm's public and private debt strategies.  However, as our private debt strategies focus on smaller, middle-market companies, there are certain broader industry exclusions, such as controversial weapons, pornography and gambling.


FI 11. Integration - ESG information in investment processes

11.1. ESG情報が、通常、投資プロセスの一部としてどのように使用されるのか記載してください。

当てはまるものをすべて選択してください
社債(金融)
社債(非金融)
ESG分析をファンダメンタル分析に組み込んでいる
ESG分析が発行体の内部信用評価を調整するために利用される
ESG分析が予想財務業績および将来キャッシュフロー予測を調整するために利用される
ESG分析が発行体の同業グループと比較したランキングに影響する
発行体のESG債スプレッドおよび同セクター企業に対するその相対価値が、すべてのリスクが織り込まれているか否かを把握するために分析される
各種デュレーション/満期の発行体債券へのESG分析の影響が分析される。
感度分析およびシナリオ分析が、ベースケースとESG組み込み証券評価の差を比較する評価モデルに適用される
ESG分析が、ポートフォリオのウェイティング決定に組み込まれている
会社、セクター、国、通貨が、ESGエクスポージャーの変化およびリスク制限の違反についてモニタリングされる
ESGリスクが大きい証券についてポートフォリオのESGプロファイルが検討され、ベンチマークのESGプロファイルと比較して評価される
その他(具体的に記載してください)

11.2. 補足情報 [任意]


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

12.1. 組織の統合プロセスでESG問題をどのように検討するか示してください。

E(環境)
S(社会)
G(ガバナンス)
社債(金融)

E(環境)

S(社会)

G(ガバナンス)

社債(非金融)

E(環境)

S(社会)

G(ガバナンス)

12.2. 組織の統合プロセスでE/S/G要因を検討する方法を詳しく説明してください。

社債(金融)

EDM applies and supports the principles of a responsible company in its overall management and respect for economic standards and human values through:

- An uncompromising customer service that encompasses the search for performance as well as the guarantee of transparency.
- A human resources management that aims to create a working environment that contributes to the personal and professional fulfilment of our employees.
- A long term vision that allows us to anticipate and limit conflicts of interest.

社債(非金融)

There are no material differences in the ESG integration approach across the Firm's corporate (financial) and corporate (non-financial) holdings.

EDM applies and supports the principles of a responsible company in its overall management and respect for economic standards and human values through:

- An uncompromising customer service that encompasses the search for performance as well as the guarantee of transparency.
- A human resources management that aims to create a working environment that contributes to the personal and professional fulfilment of our employees.
- A long term vision that allows us to anticipate and limit conflicts of interest.

12.3. 補足情報 [任意]


Top