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Caja Ingenieros Gestión SGIIC, SAU

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

The incorporation of ESG in the fixed income is done in the following way. For the Public Debt, the IDH level is taken into account to select the issuer. In the case of corporate fixed income, for the Fonengin ISR Fund, quality is taken into account (positive screening) and integration is carried out. For the CI Environment ISR fund, the quality (screening), the topic on climate change and integration are taken into account. For the rest of the strategies, sectors such as defense and tobacco are excluded. For the CdE ODS Impact ISR fund , the incorporation of ESG in the fixed income is done in the following way. For the Public Debt, the investment will be in countries in the top-30 of the SDG Index, which measures compliance with the Sustainable Development Goals by country, or in supranational entities with impact projects. In the case of corporate fixed income, positive screening and integration is carried out, looking for companies that positively influence the Sustainable Development Goals (SDGs) and prioritizes companies whose business is contributing, to their achievement.

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]

Those responsible for investment decisions have access to both internal documentation with ESG qualifications and the research platform itself, which allows them to customize the information they want to extract from each of the companies to analyze.
 


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