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

Swen Capital Partners

PRI reporting framework 2018

You are in Organisational Overview » Asset class implementation gateway indicators


OO 10. Active ownership practices for listed assets

10.1. 報告年度において組織が実施した積極的な保有活動(アクティブ・オーナーシップ)を選択してください。

債券 - 社債(非金融) – エンゲージメント

OO 11. ESG incorporation practices for all assets

11.1. 投資決定および/または積極的な保有の実務に(報告年度中に)責任投資を実施した場合は、組織内で運用される資産クラスを選択してください。

債券 - 社債(非金融)



債券 – 社債 (非金融)






11.4. 投資マネジャーの選定、任命、モニタリングプロセスに、投資に関する考慮事項がどのように含まれているかを簡単に説明してください。

Responsible investment practices are systematically assessed when selecting asset managers for our Primary activity (for Secondary transactions, we endeavour to collect as much ESG data as possible but, due to time constraints, SWEN CP does not regularly conduct such assessments). This analysis also includes an ESG background checking to identify any incident affecting the asset managers, the underlying portfolio assets invested by the target fund and their key executives. Moreover, a specific questionnaire is sent out to each asset manager to assess their performances in the areas of CSR and responsible investing. An in-house ESG analysis is subsequently performed by each SWEN CP's investment director and written down in investment memorandums. SWEN CP strives to primarily invest in funds managed by investment managers concerned with responsible investment considerations and which applies to themselves relevant CSR policies.
The appointment of investment manager is conditioned to specific ESG criteria, including the respect of our responsible investment charter and policy, our Climate Strategy as well as ESG reporting and disclosure requirements. They are specified in the side letter agreements.
Our monitoring process is built around a regular communication with our general partners as well as more formalised tools. In particular, the assessment of the practices and performances of SWEN CP's fund managers is conducted annually through the completion of an ESG questionnaire. Once collected the data are used to establish an ESG scorecard of the general partners managing the funds SWEN CP invests in.

OO 12. Modules and sections required to complete

12.1. 自主的な報告を希望される場合には、該当するするモジュールやセクションを以下のリストから選択して下さい。組織のAUMの10%以上を占める資産クラスについてのみ報告が義務付けられています。



自己運用 – 債券

自己運用 - 専用モジュールがあるその他の資産クラス


委託 - 組織外の運用会社の選定、指名、モニタリング


12.2. Additional information. [Optional]