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PM Capital

PRI reporting framework 2018

Export Public Responses

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - Securitised

PM Capital's approach to responsible investing and ESG is consistently applied across asset classes and sectors for all its investment portfolios in accordance with its Responsible Investment Policy.

PM Capital has a policy of exclusion when we feel that a company or sector can not as a result of its primary business activities be considered to be a Responsible Investment.

The exclusion of a stock or sector has a negligible effect on the size of the investable universe. PM CAPITAL is typically looking to hold 55-65 investment positions in its portfolios at any time within it's Fixed Income portfolio. Some examples of sectors that are screened from our investable universe include tobacco manufacturers and weapons manufacturers.

For PM Capital, 'Responsible Investment' is an investment process that considers the governance, social and environmental consequences of investments, both positive and negative, within the context of financial analysis. Investment positions have been reviewed and analysed for qualities that exhibit a Socially Responsible Investment and is inherent to the research process.

16.2. Additional information [Optional].



SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)