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Avanda Investment Management

PRI reporting framework 2020

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

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
SSA
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

We apply screens based on our IMAs with our clients. We also use ESG ratings from specialist ESG research providers to evaluate issuers. We supplement this with internal research. 

04.3. Additional information. [Optional]

Our internal research adds colour to our understanding of the ESG process of the company. Companies with impressive ESG processes usually stand out and may be given a higher weight in our portfolio. ESG ratings are generally used to make sure the company is doing a reasonable job.


FI 05. Examples of ESG factors in screening process (Private)


FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Checks
Negative/exclusionary screening

other description

          We use third-party data to check if an issuer has a low ESG score
        
Norms-based screening

06.2. Additional information. [Optional]

We have been trying to arrange more meetings with management to better understand individual companies’ ESG practices and not just relying on our database. We will build this up more over time.


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