In the monitoring phase, the management companies' funds that SWEN CP subscribes to are surveyed yearly based on a specific ESG questionnaire. The same applies to the underlying holdings of these funds and those invested directly. Thus the ESG analysis is ensured on the basis of answers to “management company”, “participations” and “infrastructure assets” questionnaires completed online, via an ESG data collection and management tool. The reported data enables the implementation of numerous ESG performance indicators that are presented in an aggregated manner in the annual ESG reports of the institutional funds and mandates managed by SWEN Capital Partners. A follow-up of these indicators is then carried out over time for each stakeholder (management company, funds, underlying funds) and makes it possible to fully assess the management companies’ responsible investor practices (benchmarking), particularly with regard to proprietary ESG benchmarks. Thanks to a substantial extra-financial database that has accumulated more than 6 years of history, SWEN Capital Partners is able to calculate benchmarks for these same indicators and track them over time. Moreover, committed to build long-term partnership with its general partners, SWEN CP regularly engages in dialogue with them during private meetings, conferences, etc. ESG and responsible investment issues are systematically addressed during these meetings. The main interest is to discuss with the investment team how responsible policies are truly implemented, beyond mere declarations of intent displayed on corporate website / documents. This is also the opportunity to learn about RI future projects which will be rolled out and to identify best practices. These two different approaches (annual survey and on-going dialogue) provide SWEN CP with the essential material not only to prepare detailed ESG reporting to its clients but also to identify improvement areas and topics to be further discussed with its GPs.
In addition, the investment team of SWEN Capital Partners, responsible for the investments made, systematically integrates in its monitoring a particular attention to the material ESG issues and necessary action plans implemented within the companies and financed assets.
Finally, SWEN Capital Partners has set up a monitoring system for controversies that allows daily reporting of information, most often "extra-financial, on the main positions of portfolios managed and / or advised by SWEN Capital Partners. The objective of this daily monitoring is especially to better manage the reputational risk of the main investments indirectly and directly financed, but also, as a resulting consequence, better manage those of SWEN Capital Partners and its own institutional investors.