Public HTML RI reports - PRI reporting framework 2020

Fisch Asset Management AG

PRI reporting framework 2020

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18]

Direct - Fixed Income

ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

You are in Strategy and Governance » Communication

Communication

SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Fixed income

Do you disclose?

We do not disclose to either clients/beneficiaries or the public.

We disclose to clients/beneficiaries only.

We disclose to the public

The information disclosed to clients/beneficiaries is the same

Yes

Disclosure to public and URL	Disclosure to clients/beneficiaries
Disclosure to public and URL Broad approach to RI incorporation Detailed explanation of RI incorporation strategy used	Disclosure to clients/beneficiaries Broad approach to RI incorporation Detailed explanation of RI incorporation strategy used
Frequency	Frequency
URL https://www.fam.ch/en/about-us/investment-strategy/#c2041 URL

19.2. Additional information [Optional]

We disclose to clients/beneficiaries the individual ESG performance/score for their accounts based on third party data on request and the detailed ESG integration process.

Clients of our sustainable global convertible bond fund are provided a quarterly detailed ESG portfolio analyis on request.

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