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PRI reporting framework 2017

Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]

Investment policy [SG 01 - 04] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16] Innovation [SG 17]

Direct - Listed Equity Incorporation

Overview [LEI 01 - 02] ESG incorporation in actively managed listed equities [LEI 03 - 12] Implementation processes [LEI 03 - 12] (A) Implementation: Screening [LEI 06 - 08] (C) Implementation: Integration of ESG issues [LEI 10 - 12] Outputs and outcomes [LEI 14 - 16] Communication [LEI 17]

Direct - Listed Equity Active Ownership

Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16] (Proxy) voting and shareholder resolutions [LEA 17 - 27] Overview [LEA 17] Process [LEA 18 - 22] Outputs and outcomes [LEA 23 - 26] Communication [LEA 27]

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Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad-hoc basis

It is not reviewed

05.2. Additional information. [Optional]

SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Provide training on ESG incorporation

Key performance indicator

          ESG workshops attendance
A series of ESG workshops were organised in 2016 by investment strategy

Progress achieved

More than 90% attendance by analysts/PMs

Provide training on ESG engagement

Key performance indicator

          ESG workshop attendance
A series of ESG workshops were organised in 2016 by investment strategy

Progress achieved

More than 90% attendance by analysts/PMs

Improved communication of ESG activities within the organisation

Improved engagement to encourage change with regards to management of ESG issues

Improved ESG incorporation into investment decision making processes

Key performance indicator

          Number of companies divested or trimmed mainly because of ESG issues

Progress achieved

At least 5 companies (we manage concentrated portfolios)

Other, specify (1)

Other, specify (2)

Other, specify (3)

Financial performance of investments

Increase portfolio performance by consideration of ESG factors

Other, specify (1)

Other, specify (2)

Other, specify (3)

ESG characteristics of investments

Over or underweight companies based on ESG characteristics

Improve ESG ratings of portfolio

Setting carbon reduction targets for portfolio

Other, specify (1)

Other, specify (2)

Other, specify (3)

Other activities

Joining and/or participation in RI initiatives

Key performance indicator

          Joining new RI initiatives

Progress achieved

Participation in the update of UN PRI's "PRACTICAL GUIDE TO ESG INTEGRATION FOR EQUITY INVESTING"

Participation in a working group promoting long-term investment and risk management: http://www.tragedyofthehorizon.com/

Encouraging others to join a RI initiative

Documentation of best practice case studies

Using case studies to demonstrate engagement and ESG incorporation to clients

Key performance indicator

          Number of case studies to demonstrate engagement and ESG incorporation presented to clients

Progress achieved

15 case studies

Other, specify (1)

Other, specify (2)

Other, specify (3)

06.2. Additional information.

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