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Alberta Investment Management Corporation

PRI reporting framework 2020

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

ESG screening was chosen as it best satisfies the goals and criteria contained within each client's respective statement of investment policy and goals. This document may include geographic or investment grade restrictions. In addition, exclusionary screens are applied to all assets under management as required by AIMCo's Exclusions Guidelines.

AIMCo integrates the analysis of ESG issues into security selection and portfolio construction. Internal credit analysts conduct research and flag ESG issues through a bottom-up analytical approach and access to management.

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

          Our internal credit research captures ESG and such issues are flagged through a bottom-up analytical approach and in our discussions with corporate management teams
        

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

          Our internal research is independently produced by each analyst and is proprietary
        

03.3. Additional information. [Optional]

We employ a holistic approach to ESG. Analysts conduct research and will be the first to detect material ESG issues. They bring these issues to the attention of PMs, with an informed opinion as to the severity of the matter and whether this is sufficient to affect our investment thesis.


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