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Oquendo Capital

PRI reporting framework 2020

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 (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

01.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

Oquendo carries out a broad, all-encompassing materiality assessment. This materiality assessment aims to appraise a potential investment's performance in a series of ESG criteria, in order to thus evaluate what ESG risks the investment poses. On top of that, there is an investment restriction process that shuns certain activities and sectors.

During 2019, Oquendo has started to work on a new ESG scoring system that will be fully operational during 2020. This will help us to better understand the drivers for the ESG performance in our portfolio and establish improvement measusres.

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:

specify description

          We use Forética´s assistance: (i) update on sustainability trends; (ii) train staff on ESG matters; (iii) establish dialogue with governments and financial regulators

03.2. Describe how your ESG information or analysis is shared among your investment team.

03.3. Additional information. [Optional]