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Perennial Value Management Limited

PRI reporting framework 2019

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Encourage all analysts to complete ESG section of research reports
        

Progress achieved

All analysts should fill out the ESG section of their research reports and also add data to our internal ESG database

Key performance indicator

          Encourage Analysts to engage on ESG issues with their companies
        

Progress achieved

Staff also attend various ESG information sessions, conferences and events.

Key performance indicator

          Improved frequency and quality of ESG communications within the Investment team
        

Progress achieved

Clear communication of topical ESG issues and standards

Key performance indicator

          Increased engagement with companies on ESG issues
        

Progress achieved

More company interactions which incorporate ESG related engagement

Key performance indicator

          Incorporation of an Engagement score into our internal ESG database scoring system
        

Progress achieved

This has now been implemented

Financial performance of investments

ESG characteristics of investments

Key performance indicator

          This has always been a fundamental factor in evaluating investment into stocks
        

Progress achieved

We continue to practise this as part of our investment process

Key performance indicator

          Report an internal ESG score for some of our portfolios
        

Progress achieved

Scores are reported on a monthly basis

Other description (1)

          Establishment and continued development of a Sustainable Future Small Caps Product
        

Key performance indicator

          Established 1/2/18
        

Progress achieved

Product is live and open for investors

Other activities

Key performance indicator

          Increase RI activities in RI activities
        

Progress achieved

Regularly attending RI events (eg. RIAA Conference 2018, AICD events)
 

Key performance indicator

          case studies involve investment thesis on investing in companies
        

Progress achieved

This has been acheived as this is a core part of the marketing story of the Sustainable Future trust.

06.2. Additional information.


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