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PT Batavia Prosperindo Aset Manajemen

PRI reporting framework 2020

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.

We integrate ESG factors in selection and management of our bond universe. Our approach includes screening of companies operating in sectors on our exclusions list and for companies operating in sectors we have determined to be high risk. High-risk companies are then evaluated to identify any additional monitoring requirements/needs through a series of due diligence questions covering Environmental, Social and corporate Governance factors.
Our exclusion list defines the sectors/companies in which we will not invest. The exclusion list is applicable to all classes of IDX listed companies issued debt and publicly-offered debt issued by non-listed companies.

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

SSA

We integrate ESG factors in selection and management of our bond universe. Our approach includes screening of publically-offered debt issued by the Indonesian Government. ESG monitoring requirements/needs through a series of due diligence questions covering Environmental, Social and corporate Governance factors is conducted on a continuous basis to ensure ESG risks have not changed over time.

Corporate (financial)

We integrate ESG factors in selection and management of our bond universe. Our approach includes screening of companies operating in sectors on our exclusions list and for companies operating in sectors we have determined to be high risk. High-risk companies are then evaluated to identify any additional monitoring requirements/needs through a series of due diligence questions covering Environmental, Social and corporate Governance factors.
Our exclusion list defines the sectors/companies in which we will not invest. The exclusion list is applicable to all classes of IDX listed companies issued debt and publicly-offered debt issued by non-listed companies.

Corporate (non-financial)

We integrate ESG factors in selection and management of our bond universe. Our approach includes screening of companies operating in sectors on our exclusions list and for companies operating in sectors we have determined to be high risk. High-risk companies are then evaluated to identify any additional monitoring requirements/needs through a series of due diligence questions covering Environmental, Social and corporate Governance factors.
Our exclusion list defines the sectors/companies in which we will not invest. The exclusion list is applicable to all classes of IDX listed companies issued debt and publicly-offered debt issued by non-listed companies.

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
Corporate (financial)
Corporate (non-financial)
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

Corporate (financial)

Environmental

Social

Governance

Corporate (non-financial)

Environmental

Social

Governance

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

SSA

We integrate ESG factors in selection and management of our bond universe. Our approach includes screening of publically-offered debt issued by the Indonesian Government. ESG monitoring requirements/needs through a series of due diligence questions covering Environmental, Social and corporate Governance factors is conducted on a continuous basis to ensure ESG risks have not changed over time.

Corporate (financial)

We integrate ESG factors in selection and management of our bond universe. Our approach includes screening of companies operating in sectors on our exclusions list and for companies operating in sectors we have determined to be high risk. High-risk companies are then evaluated to identify any additional monitoring requirements/needs through a series of due diligence questions covering Environmental, Social and corporate Governance factors.
Our exclusion list defines the sectors/companies in which we will not invest. The exclusion list is applicable to all classes of IDX listed companies issued debt and publicly-offered debt issued by non-listed companies.

Corporate (non-financial)

We integrate ESG factors in selection and management of our bond universe. Our approach includes screening of companies operating in sectors on our exclusions list and for companies operating in sectors we have determined to be high risk. High-risk companies are then evaluated to identify any additional monitoring requirements/needs through a series of due diligence questions covering Environmental, Social and corporate Governance factors.
Our exclusion list defines the sectors/companies in which we will not invest. The exclusion list is applicable to all classes of IDX listed companies issued debt and publicly-offered debt issued by non-listed companies.

12.3. Additional information.[OPTIONAL]


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