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Barrantagh Investment Management Inc.

PRI reporting framework 2020

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

(C) Implementation: Integration

FI 10. Integration overview

10.1. Describe your approach to integrating ESG into traditional financial analysis.

As a fundamental manager, ESG issues are paramount in our valuation on companies for both fixed income and equities.  That is why our teams work together on common issues.  We recognize that ESG issues can affect the valuation of bonds and incorporate concerns into our analysis.

10.2. Describe how your ESG integration approach is adapted to each of the different types of fixed income you invest in.

SSA

Our ESG integration is consistent across all investments.  Although certain ESG issues may be a larger focus (i.e. climate matters with respect to infrastructure bonds) for certain types of fixed income, we remain focused on sustainability concerns across industries and individual investments.  Collaboration between our equity and fixed income teams re ESG issues is also used.

10.3. Additional information [OPTIONAL]


FI 11. Integration - ESG information in investment processes

11.1. Indicate how ESG information is typically used as part of your investment process.

Select all that apply
SSA
ESG analysis is integrated into fundamental analysis
ESG analysis is used to adjust the internal credit assessments of issuers.
ESG analysis is used to adjust forecasted financials and future cash flow estimates.
ESG analysis impacts the ranking of an issuer relative to a chosen peer group.
An issuer`s ESG bond spreads and its relative value versus its sector peers are analysed to find out if all risks are priced in.
The impact of ESG analysis on bonds of an issuer with different durations/maturities are analysed.
Sensitivity analysis and scenario analysis are applied to valuation models to compare the difference between base-case and ESG-integrated security valuation.
ESG analysis is integrated into portfolio weighting decisions.
Companies, sectors, countries and currency and monitored for changes in ESG exposure and for breaches of risk limits.
The ESG profile of portfolios is examined for securities with high ESG risks and assessed relative to the ESG profile of a benchmark.
Other, specify in Additional Information

11.2. Additional information [OPTIONAL]


FI 12. Integration - E,S and G issues reviewed

12.1. Indicate the extent to which ESG issues are reviewed in your integration process.

Environment
Social
Governance
SSA

Environmental

Social

Governance

12.2. Please provide more detail on how you review E, S and/or G factors in your integration process.

SSA

At the core of our research and modelling of investments is the valuation and risk of an investment.  RI issues directly affect the valuation and risk and therefore are directly incorporated in our initial screening of the industry and management, interviews and valuation techniques.

12.3. Additional information.[OPTIONAL]


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