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Fisch Asset Management AG

PRI reporting framework 2020

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

(A) Implementation: Screening

FI 04. Types of screening applied

04.1. Indicate the type of screening you conduct.

Select all that apply
SSA
Corporate (financial)
Corporate (non-financial)
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

04.2. Describe your approach to screening for internally managed active fixed income

Sustainable global convertible bond fund:

The sustainable investment research of Bank J. Safra Sarasin is based on exclusion criteria including norms as well as a combination of best-of-class (industry rating) and best-in-class (company rating) approaches. The sustainability filter should minimise portfolio risks by leading to investment in convertible bonds of companies with less exposure to environmental, social and governance risks than that of other companies.

All fixed income products:

We screen all our own strategies on issuers involved in controversial weapons (negative list).

04.3. Additional information. [Optional]


FI 05. Examples of ESG factors in screening process (Private)


FI 06. Screening - ensuring criteria are met

06.1. Indicate which systems your organisation has to ensure that fund screening criteria are not breached in fixed income investments.

Type of screening
Checks
Negative/exclusionary screening
Positive/best-in-class screening
Norms-based screening

06.2. Additional information. [Optional]

Norms-based screening ist performed for our global sustainable convertible bond strategy together with our research partner Bank J. Safra Sarasin.


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