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Optimum Asset Management Inc

PRI reporting framework 2020

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

(B) Implementation: Thematic

FI 07. Thematic investing - overview (Private)


FI 08. Thematic investing - themed bond processes

08.1. Indicate whether you encourage transparency and disclosure relating to the issuance of themed bonds as per the Green Bonds Principles, Social Bond Principles, or Sustainability Bond Guidelines..

08.2. Describe the actions you take when issuers do not disburse bond proceeds as described in the offering documents.

As of today, it has not occurred that proceeds were not disbursed as described. We carefully choose the bonds and projects we invest in. If it was the case, we would engage dialogue with the issuer to have explanations and seek resolutions. As a last resort, we would disinvest or no longer list the investment as impact investing.

08.3. Additional information. [Optional]


FI 09. Thematic investing - assessing impact

09.1. Indicate how you assess the environmental or social impact of your thematic investments.

09.2. Additional information. [Optional]

For our impact investing, we look at Green bond framework; their second opinion report and annual reporting on their achievements.


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