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Oasis Group Holdings

PRI reporting framework 2020

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (A) Implementation: Screening

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
SSA
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

When undertaking due diligence on a potential investment, as part of the investment decision making process, the firm considers all relevant factors which include analyzing the macro-environment, industry/sector issues, operational issues, management, financial position, performance over the long-term and ESG opportunities and risks.

We believe that companies which incorporate Environmental, Social and Governance (ESG) considerations into their business model are more likely to be successful over the long-term. Consequently, we believe that incorporating ESG considerations into the investment decision-making process is likely to deliver superior and sustainable returns for our clients over the long-term. As part of our investment philosophy, we favour/look for companies which have strong market leadership positions, ability to convert market leadership into profit, cash flow and balance sheet leadership and has best-in-class ESG practices to ensure the sustainability of that profitability.

We integrate social inclusions such as analysing the extent to which the company engage with labour, development of staff and community (Bursary Programmes) and we attempt to ascertain political affiliations.

04.3. Additional information. [Optional]


FI 05. Examples of ESG factors in screening process (Private)


FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Checks
Negative/exclusionary screening

other description

          They are daily compliance checks with regards to instrument holdings in the portfolio. Any movement beyond an internal threshold limit is investigated.
        
Positive/best-in-class screening

other description

          They are daily compliance checks with regards to instrument holdings in the portfolio. Any movement beyond an internal threshold limit is investigated.
        
Norms-based screening

other description

          They are daily compliance checks with regards to instrument holdings in the portfolio. Any movement beyond an internal threshold limit is investigated.
        

06.2. Additional information. [Optional]


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