2 minutes pour lire Par  Équipe Titres à revenu fixe PH&N, PH&N Institutionnel 9 mai 2024

L’analyse des facteurs environnementaux, sociaux et de gouvernance (ESG) représente une importante source de risque et opportunités pour les investisseurs.

L’évaluation du risque ESG devrait être considérée comme une étape essentielle de la recherche, au même titre que l’analyse de crédit conventionnelle. L’aperçu ci-après souligne l’importance de ce travail et décrit notre approche visant à intégrer l’analyse du risque ESG dans la recherche, la prise de décisions et la surveillance relativement aux titres de créance de sociétés de catégorie investissement.

L’équipe Titres de créance de sociétés PH&N applique une approche systématique pour intégrer l’analyse du risque ESG à notre processus décisionnel. La prise en compte des facteurs ESG dans le positionnement du portefeuille peut varier en fonction des approches de placement.

Dans ce document, nous partageons nos points de vue sur la pertinence des facteurs ESG pour les investisseurs en titres à revenu fixe, notre philosophie et notre processus visant à intégrer l’analyse du risque ESG, ainsi qu’une explication étape par étape de la façon dont nous mettons cette approche en pratique. En tant que gestionnaires actifs, notre responsabilité fiduciaire envers nos clients consiste à maximiser les rendements des placements sans risque de perte injustifié. Nous croyons que nous pouvons améliorer le rendement à long terme ajusté au risque en agissant comme un investisseur actif, engagé et responsable à l’égard des portefeuilles de nos clients.

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