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

Stanhope Capital

PRI reporting framework 2020

Export Public Responses
Pdf-img

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
100 Integration alone
0 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
99.5 Integration alone
0.5 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
0 All three strategies combined
00 No incorporation strategies applied
100%
Corporate (non-financial)
0 Screening alone
0 Thematic alone
99.5 Integration alone
0.5 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.

SSA - We use the Worldwide Governance Indicators to inform our views on the Government bond space. The project constructs aggregate indicators of six broad dimensions of governance: voice and accountability; political stability and absence of violence/terrorism; government effectiveness; regulatory quality; rule of law; and control of corruption, all of which we feel are material and measurable. We consider dimension scores in isolation and countries' aggregate scores. 

Corporate bonds - we use Sustainalytics information to give us a view of companies' ESG risk areas, performance and management. This information, alongside our fixed income investment analysis (which includes a review of credit ratings, spread levels, subordination, etc.) informs our decision to hold/not hold.

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]


Top