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Trecento

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.
Corporate (non-financial)
0 Screening alone
0 Thematic alone
0 Integration alone
0 Screening + integration strategies
0 Thematic + integration strategies
0 Screening + thematic strategies
100 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.

Regarding ESG incorporation strategy for actively managed fixed income investments, we use a combination of exclusion policies for screening universes and ESG integration as a best-in-class approach to select investments.

01.3. Additional information [Optional].

Trecento AM's investment strategy is actually based on thematic funds invested with a RI approach. Since its creation in 2011, Trecento AM has lauched two thematic founds that are invested on the healthcare field and in robotics companies. The choice of this two sectors came from Trecento's will to invest in innovation and disruptive technologies that will modify and improve our way of living, consuming (raw material, energy, etc.), producing, and even healing ourselves.

Trecento AM uses ESG screening and ESG integration as well as a core focus of its investment process.

 

Exclusion policy for Screening

Trecento AM has implemented an exclusion policy that applies before the investment selection and that restricts the potential investment universe of our SRI funds.

- Norms-based exclusion: elimination from our SRI investment universe of listed issuers that do not comply with international norms, including the 10 Principles of the the United Nations Global Compact.

- Sectoral exclusion: elimination from our SRI investment universe of listed issuers when their core activity is, according to Trecento AM, incompatible with the principles of socially responsible investment.

On its website (http://www.trecento-am.com), Trecento AM releases the list of sectors and issuers included in this sectoral and normative exclusion policy, as well as information and details on the choice of organisations we have deemed relevant as a source for this exclusion policy.

 

ESG integration and investment selection policy

Our vision of socially responsible investment is intented to reconcile economic performance with a social and environmental positive impact by financing companies and public entities that contribute to the sustainable development whatever their line of business.

We have therefore implemented an investment selection policy that focuses on identifying the issuers (non-excluded in the screening process for sectoral or norms-based reasons) with the best ESG practices (« best-in-class » approach) in the sectors and sub-segments of investment of our thematic funds :

- to identify and thus to mitigate the risks associated with each issuer that would deteriorate value creation for investors.

- to provide capital and funding to the best issuers and thus encourage other issuers to improve their ESG practices to gain acces to new capital

- to participate to the fight against global warming and energy transition.

This policy is fully described and available on our website: http://www.trecento-am.com


FI 02. ESG issues and issuer research

02.1. Indicate which ESG factors you systematically research as part of your analysis on issuers.

Select all that apply
Corporate (non-financial)
Environmental data
Social data
Governance data

02.2. Indicate what format your ESG information comes in and where you typically source it

Indicate who provides this information  

Indicate who provides this information  

Indicate who provides this information  

Indicate who provides this information  

Indicate who provides this information  

02.3. Provide a brief description of the ESG information used, highlighting any differences in sources of information across your ESG incorporation strategies.

Regarding ESG incorporation strategy for actively managed fixed income investments, we use a combination of exclusion policies for screening universes and ESG integration as a best-in-class approach to select investments.

- The ESG screening relies mostly on external raw data, analysis and scoring that is then vetted by our in-house analysts.

- The ESG integration is done in-house by our analysts that perform comprehensive fundamental analysis of the issuers, including a full ESG analysis. We apply a est-in-class policy to select investments.

These analysis and the conclusions of the fund managers or analysts are presented at our weekly investment committee.

02.4. Additional information. [Optional]


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]


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