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IVO Capital Partners

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.

We do not engage directly as we do not internally manage this asset class. We will study to what extent it is possible to require external managers to do so. 

Listed equity – voting

10.3. Indicate why you do not cast your votes

We do not cast our vote directly as we do not internally manage this asset class. We will study to what extent it is possible to require external managers to vote on our behalf.

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.

          Engagement at a State-level requires a scale that we don't have yet. IVO Capital Partners rather focus on engagement at a company-level in order to create expertise and start to get recognised as a serious player in collective bargain dealing of ESG engagement.
        

Fixed income Corporate (financial) – engagement

Fixed income Corporate (non-financial) – engagement


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).

Fixed income - SSA

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Cash

Other (1)

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

          Loans related to litigation/arbitration
        
Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Listed equity

Listed equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Hedge funds

Hedge funds - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

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

Our externally managed assets represent less than 15% of our total AuM and belong to private clients, who are not so far as receptive to ESG considerations as institutional clients. 


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 - Fixed Income

RI implementation via external managers

Closing module

12.2. Additional information. [Optional]


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