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Swen Capital Partners

PRI reporting framework 2018

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

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

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Recently, SWEN CP joined the PRI Infrastructure Advisory Committee (2017)

As member of the LP Responsible Investment DDQ Working Group, SWEN CP actively participated in 2015/16 in the work leading up to the LP Due Diligence Questionnaire. Moreover, SWEN CP participated in the working group to develop LP guidance on ESG clauses in fund documentation.

 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

As a member of the “Commission ESG" steering committee, SWEN CP strives to spread responsible investment practices throughout all the profession. The company attended all steering committees, participated in working projects and took part in meetings organised by the ESG commission. Moreover, SWEN CP is a member & sponsor of the Impact Investing Commission.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

In 2015/16, SWEN CP took part in the working group on GP DDQ.

          Long-term infrastructure investors association (LTIIA)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

SWEN CP is an active member of the LTIIA's ESG workgroup. It therefore contributed to the release of the ESG handbook whose purpose is “to provide a descriptive summary of practices, standards and tools that infrastructure investors apply today to realize better performance on environmental, social and governance dimensions, and to sustain that performance over a long term”. Moreover, SWEN CP attended LTIIA second annual meeting.

          Initiative Climat 2020
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

In early 2016, SWEN CP joined the Initiative Climat 2020 (IC20). In line with the COP 21 objectives of limiting global warming, IC20 signatories commit to consider the issue of climate change in their investment process. SWEN CP promote this initiative among its GPs and LPs.

In 2017 SWEN became a member of the fourth IC 20 working group entitled “Identify and assess the companies’ positive impacts on climate”.


SG 09.2. Assets managed by PRI signatories

Indicate approximately what percentage (+/- 5%) of your externally managed assets are managed by PRI signatories.

80 %

SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Committed to build long-term partnership with its general partners, SWEN CP regularly engages in dialogue with them during private meetings, conferences, etc. ESG and responsible investment issues are systematically addressed during these meetings. The main interest is to discuss with the investment team how responsible policies are truly implemented, beyond mere declarations of intent displayed on corporate website / documents. These meetings are also the occasion to provide our GPs with peer comparison elements which came from our annual ESG data collection campaign (more details in SWEN CP’s answers that follow). A two-pager reporting summarising the GPs RI practices in comparison with its peers is then used as a discussion paper.
        

Frequency of contribution

Description

          In 2017, SWEN CP organised the fourth edition of its ESG Best Practices Honours. These honours reward the most outstanding ESG practices from Private Equity and Infrastructure European managers. SWEN CP wanted to give market players a view of outstanding ESG practices in Private Equity and Infrastructure among over 200 management companies, both within its portfolio and across its potential investment universe.
        

Frequency of contribution

Description

          As a speaker, SWEN CP participated in multiple events and panel discussions in 2017: France Invest (“Adapting to climate change”), AltAssets (“ESG and the long-term ownership of infrastructure assets”), IPEM (“Infrastructure: PPP & renewables”), PRI in Persons (“ESG in the management and monitoring of infrastructure assets”), OFI AM (“Corporate Governance practices in non-listed equities”), OECD Green Investment Financing Forum (“Dialogue with asset managers and owners on climate disclosure”).
        

Frequency of contribution

Description

          SWEN CP promotes the principles as a speaker in public events, in its ESG questionnaires, during the meetings with its clients or GPs, etc.
        

Frequency of contribution

Description

          SWEN published in the French newspaper "Magazine des Affaires" two studies summarising the results of its 2017 ESG campaign for PE and infrastructure asset classes.
        

Frequency of contribution

Description

          SWEN CP is a member of the PRI's Infrastructure Advisory Committee.
        

Frequency of contribution

Description

          SWEN CP is member of the "Commission ESG" steering committee of France Invest.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

11.2. Select the methods you have used.

specify description

          In late 2017 SWEN CP entered into a partnership with OECD in order to carry out a study entitled "Integrating Climate Change into Institutional".
        

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

In late 2017 SWEN CP entered into a partnership with OECD in order to carry out a study entitled "Integrating Climate Change into Institutional". The main outputs of the projects are the survey of institutional investors and asset managers on integration of climate change, the organisation of a Round Table on Sustainable Development, the organisation of a workshop on "Integrating Climate Change in Institutional Investment
and Asset Management: Challenges and opportunities" and the release of a specific brochure. This project will give the opportunity to SWEN CP to network with governmental officials as well as with international investors across OECD Member countries, emerging economies and developing countries, including institutional
investors and asset managers in Europe, Northern America, Latin Arnerica and Asia.


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