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PRI reporting framework 2018

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

          ESG reviews by investment strategy as well as one-to-one trainings with financial analysts

Progress achieved

More than 90% attendance by analysts/PMs

Key performance indicator

          Engagement actions done with financial analysts/PMs

Progress achieved

Increasing interactions with financial analysts / PMs to prepare engagement actions

Key performance indicator

          Distribution of our RI quarterly reports

Progress achieved

Quarterly RI reports systematically sent to all analysts/PMs and Sales people

Key performance indicator

          Number of companies non-invested, divested or trimmed mainly because of ESG issues

Progress achieved

At least 8 companies (we manage concentrated portfolios)

Financial performance of investments

ESG characteristics of investments

Key performance indicator

          ESG impact on valuation

Progress achieved

ESG quality level may have an impact on valuation and visibility through the ESG discount rate that we use for valuation purposes. As such, it can have an impact on the size of the holding in the portfolio construction.

Other activities

Key performance indicator

          Joining/supporting new RI initiatives

Progress achieved

Signatory to the Climate Action 100+

TCFD support

active participation to workshops in Paris and New-York organised by the PRI and the CFA Institute in the wake of the publication of the "PRACTICAL GUIDE TO ESG INTEGRATION FOR EQUITY INVESTING" with Justin Sloggett

06.2. Additional information.