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FOCUS ASSET MANAGERS

PRI reporting framework 2018

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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

10.2. Indicate why you do not engage and do not require external managers to engage.

We did not engage directly in 2017 on ESG factors.

We are currently working on the implementation of a Responsible Investment Policy which includes the integration of ESG criteria in our Investment Process, an exclusion policy, a proxy vote partnership, an engagement policy and some more transparency (we are currently reviewing our website design and content).

Listed equity – voting

10.3. Indicate why you do not cast your votes

We did not cast our votes direct nor indirectly in 2017.

We are considering a number or dedicated voting providers to cast our proxy votes from 2018.


OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Cash

Other (1)

'Other (1)' [as defined in OO 05]

          Fund
        

11.3a. If your organisation does not integrate ESG factors into investment decisions on your internally managed assets, explain why not.

We did not do ESG incorporation before 2018, but we are currently working on the integration of ESG criteria in our Investment Process for all our assets.

We aim to do this by:

- Incoporating Sustainalytics ESG grades and controversies analysis in our Investment Process

- Including ESG questions in our internal proprietary questionnaire. We use this questionnary to validate each investment case


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation via external managers

Closing module

12.2. Additional information. [Optional]


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