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UEthical

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.
SSA
0 Screening alone
0 Thematic alone
0 Integration alone
100 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (financial)
0 Screening alone
0 Thematic alone
0 Integration alone
100 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%
Corporate (non-financial)
0 Screening alone
0 Thematic alone
0 Integration alone
100 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
0 No incorporation strategies applied
100%

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

To ensure compliance with our ethical and environmental values, negative screening and esg analysis is conducted across all new holdings prior to investment, and current holdings at regular intervals. Products and practices which we believe to be detrimental to either the environment or society are screened out of our investable universe. 

Companies are also screened for their performance against material environmental, social and governance factors prior to investment. Along with internal research, U Ethical utilises MSCI ESG research, broker reports, ISS governance platform, news sources and many other relevant sources. The relevant ESG factors will vary by industry and company, we use the MSCI ESG scorecard data for each security to ensure the most material risks for each individual company are considered. Qualitative esg analysis helps us to ascertain whether the company has any practices which could breach our negative screening policy.

Our negative screening ensures we invest in line with our ethical values and those of our clients. We choose these strategies to ensure that only companies with strong ESG credentials come through in our investable universe. This is the most appropriate strategy for us due to limited resource. We lean on available, quantifiable ESG ratings where possible.

01.3. Additional information [Optional].


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.

03.3. Additional information. [Optional]


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