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Troy Asset Management Limited

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.
0 Screening alone
0 Thematic alone
98 Integration alone
2 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied

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

Troy Asset Management invests predominantly in the Sovereign Debt of developed nations.  Integrated into that research process are the analysis of the sustainability of the revenues that underpin that sovereigns ability to make both interest and capital payments.  We look at environment, social and governance risks, focusing as much on the direction of travel as the current status of those risks.  


01.3. Additional information [Optional].

Troy currently only invested in the sovereign debt of the UK and US.

2% of assets (up from 0% a year ago) have an ethical screen which negatively screens out sovereigns subject to EU or UN sanctions.  

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:

specify description

          Troy receives regular external ESG research on issuers which flags issues that may, or may not, drive changes within our internal research.

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

03.3. Additional information. [Optional]