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PRI reporting framework 2020

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

(B) Implementation: Thematic

FI 07. Thematic investing - overview (Private)

FI 08. Thematic investing - themed bond processes

08.1. Indicate whether you encourage transparency and disclosure relating to the issuance of themed bonds as per the Green Bonds Principles, Social Bond Principles, or Sustainability Bond Guidelines..

          Certification according to CBI or IMCA Principles

08.2. Describe the actions you take when issuers do not disburse bond proceeds as described in the offering documents.

Following a breach in issuer obligations we will sell down the holding unless the issuer can rectify immediately and provide credible evidence of why it will not occur again.

08.3. Additional information. [Optional]

FI 09. Thematic investing - assessing impact

09.1. Indicate how you assess the environmental or social impact of your thematic investments.

          At this point we do not conduct additional due diligence other than ensuring issuer certification protocol adherence (assurance of CBI and IMCA Green Bond Principles)

09.2. Additional information. [Optional]

We are currently trialling research providers in the big data/AI space, in addition to providers of specialist thematic research such as physical impacts of climate change.