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Fort Washington Investment Advisors, Inc

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

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

Fort Washington employs integration without limited our ability to invest for its High Yield and Investment Grade Fixed Income strategies, which represents the majority of the firm's third party fixed income assets. 

With respect to those two strategies, MSCI research is used to determine the security and strategy level ESG rating. Ratings and credit research are used throughout the selection and monitoring process. In the event of a CCC rating, the covering analyst is required to write a memo explaining why the firm believes that investment is appropriate. These memos are reviewed by Portfolio Managers, the Responsibility Committee and the committee co-chairs.

While Fort Washington has been managing client assets with SRI overlays for over 20 years, 2017 was the first annual period with specific ESG policies and procedures based on UNPRI guidelines. As our ESG capabilities continue to grow, we will evaluate additional screening, thematic and integration incorporation.

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:

specify description

          Investment team members, portfolio managers, and the RI Committee co-chairs review all processes at least on an annual basis.
        

03.2. Describe how your ESG information or analysis is shared among your investment team.

03.3. Additional information. [Optional]

MSCI periodically reviews company research. There is no set timeline, but it is typically twice per year.


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