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FIM Asset Management

PRI reporting framework 2020

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

(B) Implementation: Thematic

FI 07. Thematic investing - overview

07.1. Indicate what proportion of your thematic investments are (totalling up to 100%):

100 %

07.2. Describe your organisation’s approach to thematic fixed income investing

Thematic fixed income investing is concentrated in a mutual fund that invests in greenbonds. We use MSCI ESG Research's definition of greenbonds. The evaluation is based on green bond principles, but has some variations to that. Currently the fund invests at least 50% of it's capital to greenbonds and the amount will probably increase over time as the greenbond market grows further. Also, currently the issuers are not spread evenly between sectors. That causes some limitations as the investment universe is somehow skewed.

07.3. Additional information [OPTIONAL]


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.

If the issuer doesn't fulfill the obligations set out in the offering documents, it will most probably lose the green bond status the third party we use had given to the bond. In this case the bond will be sold from the portfolio.

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]

The reporting requirement is part of the green bond classification criteria we use. This is where the requirement comes from.


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