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 » 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
0 Integration alone
100 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
0 Integration alone
100 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.

Based on the definitions provided for this section of the questionnaire, we have responded with both "screening" and "integrated". EDM takes a risk-based approach to ESG evaluation. Across all of its strategies the firm examines and weighs environmental, social  and governance challenges which can create undue risk to investor capital. Environmental, Social and Governance (ESG) criteria are based on the concepts of sustainable development and Corporate Social Responsibility (CSR), additionally exclusions are decided on a case-by-case basis in the investment team meetings.

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.

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]


Top