Green Ash SSDC Investment Process

Bottom up fundamental research with ESG focusInput from MSCI ESG analyticsESG sector exclusion Quantitative screeningQualitative and quantitative analysis using in house expertise Consideration of macro factors at both sector and regional level and their impact on individual creditsRegulatory & legislation risk assessment, particularly with ESG focus ESG policy includes both positive and negative screeningRemoval of lower quartile ESG creditsSelection of ESG Best in Industry creditsBenchmark agnosticOnly select credits that pass investment criteria & guidelines Dedicated & continual risk oversight on portfolioCompliance with ESG policyCompliance with all investment restrictions and fund guidelinesDirect engagement with companies to support ESG risk management process Economic AssesssmentPortfolio ConstructionRisk ManagementFundamental Research