This report shows public data only. Is this your organisation? If so, login here to view your full report.

Montpensier Finance

PRI reporting framework 2017

You are in Strategy and Governance » Objectives and strategies

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.

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

Key performance indicator

          
        

Progress achieved

All responsible investment processes can be accessed by all Montpensier Finance's employees on the company's intranet

Furthermore, responsible investment concerns are frequently raised in investment committees.  

Key performance indicator

          
        

Progress achieved

ESG issues are incorporated into all investment processes.

Financial performance of investments

ESG characteristics of investments

Key performance indicator

          ESG three-pillars rating (IVA, IM, BIS) to be systematically part of portfolio managers’ analysis in the investment process.
        

Progress achieved

Holdings limits have been set up for stocks with a less favourable ESG ratings. Furthermore, a minimum portfolio average rating is required. Both rules ensure that ESG characteristics are taken into account when determining portfolio weights.

Key performance indicator

          ESG three-pillars rating (IVA, IM, BIS) to be systematically part of portfolio managers’ analysis in the investment process.
        

Progress achieved

Holdings limits have been set up for stocks with a less favourable ESG ratings. Furthermore, a minimum portfolio average rating is required. Both rules ensure that ESG characteristics are taken into account when determining portfolio weights.

Key performance indicator

          
        

Progress achieved

Portfolios total carbon emissions and/or portfolio carbon intensity are now published for funds managed by Montpensier Finance. Furthermore, in the funds mandatory climate change report, carbon related improvement objectives are set for the coming years.

Other activities

06.2. Additional information.


Top