This report shows public data only. Is this your organisation? If so, login here to view your full report.

BT Funds Management (NZ) Limited

PRI reporting framework 2020

You are in Direct - Fixed Income » Outputs and outcomes

Outputs and outcomes

FI 17. Financial/ESG performance

17.1. Indicate whether your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or performance.

Select all that apply
SSA
Corporate (financial)
Corporate (non-financial)
Securitised
We measure whether incorporating ESG impacts portfolio risk.
We measure whether incorporating ESG impacts portfolio returns.
We measure the ESG performance/profile of portfolios (relative to the benchmark).
None of the above

17.2. Describe how your organisation measures how your incorporation of ESG analysis in fixed income has affected investment outcomes and/or ESG performance. [OPTIONAL]

17.3. Additional information.[OPTIONAL]


FI 18. Examples - ESG incorporation or engagement

18.1. Provide examples of how your incorporation of ESG analysis and/or your engagement of issuers has affected your fixed income investment outcomes during the reporting year.

ESG issue and explanation

Analysis of a internally rated entity result in not investing in the issue. Issues faced were governance and environmental.

Key finding of the analysis were, the company was entering a competive market were product quality and control are strictly regulated, ongoing litigation around the location of a processing site and the process in it self being a high greenhouse gas emitter.

Impact on investment decision or performance

18.2. Additional information.


Top