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Optimix Vermogensbeheer NV

PRI reporting framework 2017

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

Implementation processes

LEI 03. Percentage of each incorporation strategy

New selection options have been added to this indicator. Please review your prefilled responses carefully.

03.1. Indicate (1) which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities and (2) the breakdown of your actively managed listed equities by strategy or combination of strategies (+/- 5%)

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied
100 %
Total actively managed listed equities 100%

03.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

We only invest in companies that take ESG seriously. We exclude companies that don't comply with the ten UN Global Compact principles. 

03.3. Where assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 04. Type of ESG information used in investment decision

04.1. Indicate what ESG information you use in your ESG incorporation strategies and who provides this information.

Type of ESG information

Indicate who provides this information 

04.2. Provide a brief description of the ESG information used, highlighting any differences of sources of information across your ESG incorporation strategies.

A specialized firm in ESG research, Sustainalytics provides us analysis on companies in our investment universerse, that might become non-compliant ('Watch-List'). We take this research into consideration in our investment process.

04.3. Indicate if you incentivise brokers to provide ESG research.

04.5. Additional information.[Optional]


LEI 05. Information from engagement and/or voting used in investment decision-making (Not Applicable)


(A) Implementation: Screening

LEI 06. Types of screening applied

06.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Since 2008 we've established our responsible investment policy, working together with a specialized firm in ESG research, Sustainalytics. Cornerstone to our responsible investment policy are the ten UN Global Compact Principles. Companies that are systematically non-complient with these ten principles are excluded from our investment universe.

06.2. Describe how the screening criteria are established, how often the criteria are reviewed and how you notify clients and/or beneficiaries when changes are made.

On a quarterly basis our investment universe is screening by Sustainalytics. Every quarter we update our non-compliant list.


LEI 07. Processes to ensure screening is based on robust analysis

07.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

07.2. Additional information. [Optional]


LEI 08. Processes to ensure fund criteria are not breached

08.1. Indicate which processes your organisation uses to ensure fund criteria are not breached

          Quarterly review by board of directors
        

08.2. If breaches of fund screening criteria are identified - describe the process followed to correct those breaches.

08.3. Additional information.[Optional]


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