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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (C) Implementation: Integration
Investment assumptions are defined in the investment policy of pension fund benefit plans.
All investments proposed in Fixed Income in non-financial companies, in addition to the Investment Policy, are subject to the ESG and Integrity (ESGI) evaluation. This ESGI report composes the Technical Note that is submitted to the competent authority to approve the investment.
PREVI, when analysing fixed income investments, takes into account environmental, social and governance (ESG) aspects, and observes criteria pertinent to integrity theme of the issuing companies or the investment funds.
In corporate and securitized credit or fixed income investment funds, ESG and integrity analyses results in a score for the issuer that implies a premium or discount on the market credit spread curve that may impact the relative value of the securities.
The ESGI questionnaire is occasionally revised to aggregate criteria that have not been addressed or that have gained more relevance to the investment decision.