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Boussard & Gavaudan

PRI reporting framework 2020

You are in Strategy and Governance » ESG issues in asset allocation

ESG issues in asset allocation

SG 13. ESG issues in strategic asset allocation

13.1. Indicate whether the organisation carries out scenario analysis and/or modelling, and if it does, provide a description of the scenario analysis (by asset class, sector, strategic asset allocation, etc.).

Describe Assessing a company’s corporate governance practice has always been a key part of BG’s investment process. The Group firmly believes that companies which are well governed and operate transparently are well placed to increase shareholder value over time. Each individual analyst is responsible for integrating Governance considerations when analysing a company for approval of their proposed investment by the Investment Committee. Within BG’s fundamental equity strategies certain sectors and companies have increased exposure to environmental and social risk and BG’s analysts factor these considerations into their analysis and investment proposals. ESG considerations are not normally the primary driver of an investment decision however they often serve as a catalyst for further research, investigation and discussion

13.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

We do the following

13.3. Additional information. [OPTIONAL]

The general investment philosophy of the Group:

- combines a fundamentals-driven bottom-up analysis with a derivative trading expertise,

- is opportunistic, the Fund tends to follow the corporate cycle depending on market opportunities,

- is mainly to arbitrage instruments with non linear pay-offs when the Investment Manager identifies a catalyst for convergence, mainly in special situations.

SG 13 CC.

SG 14. Long term investment risks and opportunity (Private)

SG 14 CC.

SG 15. Allocation of assets to environmental and social themed areas (Private)