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Edmond de Rothschild Asset Management (France) (EDRAM)

PRI reporting framework 2018

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You are in Indirect – Manager Selection, Appointment and Monitoring » Monitoring

Monitoring

SAM 05. Monitoring processes (listed equity/fixed income)

05.1. When monitoring managers, indicate which of the following types of responsible investment information your organisation typically reviews and evaluates

ESG objectives linked to investment strategy (with examples)

Evidence on how the ESG incorporation strategy(ies) affected the investment decisions and financial / ESG performance of the portfolio/fund

Compliance with investment restrictions and any controversial investment decisions

ESG portfolio characteristics

How ESG materiality has been evaluated by the manager in the monitored period

Information on any ESG incidents

Metrics on the real economy influence of the investments

PRI Transparency Reports

PRI Assessment Reports

RI-promotion and engagement with the industry to enhance RI implementation

Other general RI considerations in investment management agreements; specify

None of the above

LE

FI - SSA
FI - Corporate (non-financial)
ESG objectives linked to investment strategy
Evidence on how the ESG incorporation strategy(ies) affected the investment decisions and financial / ESG performance of the portfolio/fund
Compliance with investment restrictions and any controversial investment decisions
ESG portfolio characteristics
How ESG materiality has been evaluated by the manager in the monitored period
Information on any ESG incidents
Metrics on the real economy influence of the investments
PRI Transparency Reports
PRI Assessment Reports
RI-promotion and engagement with the industry to enhance RI implementation
Other general RI considerations in investment management agreements; specify
None of the above

If you select any 'Other' option(s), specify

05.2. When monitoring external managers, does your organisation set any of the following to measure compliance/progress

ESG score or assessment

ESG weight

ESG performance minimum threshold

Real world economy targets

Other RI considerations

None of the above

LE

FI - SSA
FI - Corporate (non-financial)
ESG score
ESG weight
ESG performance minimum threshold
Real world economy targets
Other RI considerations
None of the above

If you select any 'Other' option(s), specify

05.3. Provide additional information relevant to your organisation's monitoring processes of external managers. [OPTIONAL]

          Throughout the regular dialogue that we conduct with the funds as part of the selection of SRI funds, we ensure that the sustainable investment strategy is well respected, that there is no disparity between the fund’s communication and the reality, that there is no controversy or, in case of exposure, we pay attention to assessing how the Manager will consider this event in his/her ESG engagement with the company and, ultimately, the impact on his/her investment decision.


We also look at current data published in the new RI/ESG reports that are published by the management companies whose funds are referenced, between two updates of our SRI/ESG questionnaire, the next renewal of which will take place in 2018.
        

SAM 06. Monitoring on active ownership (listed equity/fixed income)

06.1. When monitoring managers, indicate which of the following active ownership information your organisation typically reviews and evaluates from the investment manager in meetings/calls

(Proxy) voting

Report on voting undertaken (with outcomes and examples)

Report on rationale of voting decisions taken

Adherence with the agreed upon voting policy

Other RI considerations relating to (proxy) voting in investment management agreements; specify

None of the above

LE

Report on voting undertaken (with outcomes and examples)
Report on voting decisions taken
Adherence with the agreed upon voting policy
Other RI considerations relating to (proxy) voting in investment management agreements; specify
None of the above

If you select any 'Other' option(s), specify


SAM 07. Percentage of (proxy) votes

07.1. For the listed equities for which you have given your external managers a (proxy) voting mandate, indicate the approximate percentage (+/- 5%) of votes that were cast during the reporting year.

100 %

Specify the basis on which this percentage is calculated.

07.3. Additional information [OPTIONAL]

          In 2017, the proxy voting activity was limited to the asset management company SMAM (Sumitomo Mitsui Asset Management) that manages the EDR Japan fund. SMAM voted at 100% of company meetings from its portfolio’s equity holdings, which represented 901 ballots;  8.7% of ‘against’ votes were cast.
The voting delegation for the EDR US Growth fund managed by Edgewood will take effect for the 2018 voting session.
        

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