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

Saturna Capital

PRI reporting framework 2019

You are in Organisational Overview » Asset class implementation gateway indicators

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.

Saturna feels that our greatest duty to customers is prudent asset management rather than a focus on shareholder advocacy; therefore, we do not engage directly with companies on ESG issues. Instead, we view investing as a business partnership and take ESG performance into consideration at the outset of the investment process. We seek to invest only in high-caliber performers who operate with integrity and a view toward the long-term.

Listed equity – voting

Fixed income SSA – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Saturna feels that our greatest duty to customers is prudent asset management rather than a focus on shareholder advocacy; therefore, we do not engage directly with companies on ESG issues. Instead, we view investing as a business partnership and take ESG performance into consideration at the outset of the investment process. We seek to invest only in high-caliber performers who operate with integrity and a view toward the long-term.
        

Fixed income Corporate (financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Saturna feels that our greatest duty to customers is prudent asset management rather than a focus on shareholder advocacy; therefore, we do not engage directly with companies on ESG issues. Instead, we view investing as a business partnership and take ESG performance into consideration at the outset of the investment process. We seek to invest only in high-caliber performers who operate with integrity and a view toward the long-term.
        

Fixed income Corporate (non-financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Saturna feels that our greatest duty to customers is prudent asset management rather than a focus on shareholder advocacy; therefore, we do not engage directly with companies on ESG issues. Instead, we view investing as a business partnership and take ESG performance into consideration at the outset of the investment process. We seek to invest only in high-caliber performers who operate with integrity and a view toward the long-term.
        

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

Fixed income - SSA

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)


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 directly or via service providers

Direct - Listed Equity incorporation

Direct - Listed Equity active ownership

Direct - Fixed Income

RI implementation via external managers

Closing module

12.2. Additional information. [Optional]


Top