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

Tikehau Capital

PRI reporting framework 2018

Export Public Responses
Pdf-img

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Listed equities – ESG incorporation

Across all of Tikehau Capital’s strategies, our approach focuses primarily on fundamental analysis and selective investments. Consistent with this approach, the listed equity research analysts perform a detailed review of the quality of company management and the quality of governance.

An ESG analysis grid tailored to listed equities is currently under development and will formalize the approach of social and environmental factors to be used by analysts. 

Listed equities -  engagement 

Processes to address engagement across liquid strategies are under review. 

Fixed income - Corporate (financial)

Consistent with our thorough fundamental analysis, the research analysts perform a detailed review of each potential investment which includes a range of ESG factors. For financial companies, governance risks are an area of focus including exposure to high risk countries, corruption, cyber-security risks, management quality and existing or latent controversies.

Fixed income - Securitised

The CLO research analysts perform a detailed review of each potential investment which includes a range of ESG factors, such as,  governance risks (e.g. management quality), concerns over jurisdiction, sector, etc.  This is being formalized by implementing a proprietary tool of circa 20 questions which will applied for new investment from 2018.

The questions within the analysis tool focus on:

- Governance risks with a specific focus for high risk countries and sectors including corruption & cyber-security risks; management quality; existing or latent controversies etc.

- Social risks and opportunities including health & safety risks; social risks in the supply chain; applying a bonus for products and services targeting a social benefit etc.

- Environmental risks and opportunities including regulatory risks; and company specific environmental and climate impact applying a bonus for product and services targeting the energy and ecological transition for the climate and the circular economy.

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)


Top