This report shows public data only. Is this your organisation? If so, login here to view your full report.
You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (C) Implementation: Integration
All portfolio managers have access to ESG data and research from Sustainalytics, a global provider of ESG data and corporate governance research and analysis, which enable them to integrate these factors in their investment analysis. However, the portfolio managers do not exclusively use data from Sustainalytics in their decision-making process. They also make use of their own proprietary analysis. Analyst reports, company presentations and other publicly available sources of information are used by portfolio managers to make their own judgement and take informed and better investment decisions.
We have a consolidated blacklist which covers financial embargo, tax haven. For the funds with a Towards sustainability label, this list is completed with exclusions based on the ESG risk score of the countries.
We have a consolidated blacklist which covers controversial weapons, financial embargo, tax haven, coal, tobacco, weapons. For the funds with a Towards sustainability label, this list is completed with exclusions based on the UN Global Compact.
As in our SSA allocation we only invest in core countries (mainly european union), there is no systematic research of ESG issues at this time.
A quarterly SRI Monitoring committee provides a monitoring on investments, including the integration approach. All high and severe ESG RR companies and not rated companies are reviewed. The committee can decide on asset sales for portfolios managed on behalf of the main account, segregated accounts and unit-linked portfolios