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Galliard Capital Management, Inc.

PRI reporting framework 2020

You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » Implementation processes

Implementation processes

FI 01. Incorporation strategies applied

Indicate (1) Which ESG incorporation strategy and/or combination of strategies you apply to your actively managed fixed income investments; and (2) The proportion (+/- 5%) of your total actively managed fixed income investments each strategy applies to.
Corporate (financial)
0 Screening alone
0 Thematic alone
90 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
10 No incorporation strategies applied
100%
Corporate (non-financial)
0 Screening alone
0 Thematic alone
90 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
10 No incorporation strategies applied
100%
Securitised
0 Screening alone
0 Thematic alone
25 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
75 No incorporation strategies applied
100%

01.2. Describe your reasons for choosing a particular ESG incorporation strategy and how combinations of strategies are used.

At Galliard, we believe that fixed income’s role is to generate income while providing safety of principal. This belief is reflected in our conservative approach to issuer selection, diversification and other risk controls. We also consider issuers that recognize and properly address ESG-related risks as simply better managed entities (companies), and worthy of our investment dollars. Long before the ESG acronym was even created, Galliard already incorporated this aspect in the mosaic approach that it continues to use to underwrite these issuers.

On behalf of our clients, Galliard is also concerned with the long-term sustainability of those entities that we allocate capital to. Although we are not equity investors, our buy-and-hold approach to fixed income forces us to maintain a long-term view on ESG-related issues that could jeopardize our investments.

01.3. Additional information [Optional].

Although we do not systematically seek to screen companies from our investable universe on either a positive or negative basis, we are able to do so when requested by clients through our investment compliance engine.


FI 02. ESG issues and issuer research (Private)


FI 03. Processes to ensure analysis is robust

03.1. Indicate how you ensure that your ESG research process is robust:

03.2. Describe how your ESG information or analysis is shared among your investment team.

          ESG information is discussed in the Credit Working Group meetings
        

03.3. Additional information. [Optional]


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