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EARNEST Partners

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

EARNEST Partners utilizes an investment philosophy and process grounded in the concept of sustainability. As part of its fundamental review process, the firm assesses the environmental, social and corporate governance risks and opportunities of every company we look to potentially add to the portfolio. Economic empowerment defines and ties together all of the unique U.S. Agency and municipal investing targeted by the strategy, while we believe that the best corporate investments engage in sustainable endeavors as well. Generating more economic activity with fewer resources or providing economically critical services that allow us to function as a society have proven to be sustainable investments. The EARNEST Partners fixed income investment team proactively seeks these types of programs and borrowers. As opportunities that fit within the philosophy and process of the strategy are identified, the investment team vets each idea with the goal of constructing a balanced, diversified strategy of sustainable investments. 

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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