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Swen Capital Partners

PRI reporting framework 2018

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

Private equity
Infrastructure
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

Private equity
Infrastructure
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

  • Assess if ESG due diligences have been carried out over the period during the acquisition process and the holding period.
  • Monitoring of the ESG roadmap implemented at the level of portfolio companies

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

          SWEN CP's monitoring of its general partners ESG practices is organised around two different approaches: constant dialogue and regular monitoring of key performance indicators. 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. This is also the opportunity to learn about RI future projects which will be rolled out and to identify best practices. Every year, SWEN CP conducts an ESG data collection campaign to assess the practices and performances of its investment managers. The latter are questioned by means of individual questionnaires. This "GP questionnaire" consists of roughly fifty questions splitted into two categories: i) investment manager's CSR policies and practices and, ii) investment manager responsible investment policy. In 2015, SWEN CP entered into a partnership with the SSII company eFront to develop an online reporting tool. Once collected, all the data are analysed and scored. Thus, SWEN CP has developed an internal assessment tool that evaluates asset managers on their ESG and responsible investment performances. The on-going dialogue and ESG data collection campaign are at the heart of SWEN CP's monitoring of its General Partners' practices. These two different approaches provide SWEN CP with the essential material not only to prepare detailed ESG reporting to its clients but also to identify improvement areas and topics to be further discussed with its GPs.
        

SAM 06. Monitoring on active ownership (listed equity/fixed income) (Not Applicable)


SAM 07. Percentage of (proxy) votes (Not Applicable)


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