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Swen Capital Partners

PRI reporting framework 2019

You are in Strategy and Governance » Governance and human resources

Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.

Roles

Select from the below internal roles

Other description (1)

          Compliance Officer
        

Other description (2)

          Risk manager
        

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

Supervised by the Board of Directors, the ESG strategy for SWEN Capital Partners is proposed and developed by the “Development & ESG” division in charge of this strategy and validated by its General Management. The General Management is the first and essential promoter of its application by the teams.

Furthermore, this ESG strategy cannot exist without the constant involvement of all the teams, and in particular, the investors who are the main actors in its deployment, through their analyses and exchanges with the various stakeholders.

The proper implementation and deployment of the ESG strategy is also ensured internally by a dedicated internal team. This team, integrated into the “Development and ESG” division, has the main responsibility of meeting the commitments and the ambition of SWEN Capital Partners in terms of ESG. It provides expertise alongside investors in different investment projects studied and monitored and meets and anticipates the requirements and expectations of its customers.

Finally, this ESG strategy cannot be applied without the management's desire to create the necessary conditions for the emergence of a corporate culture focused on responsible investment. Teams are regularly sensitised internally but also trained on multiple extra-financial issues by external stakeholders.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

2 Number

07.4. Additional information. [Optional]

I confirm I have read and understood the Accountability tab for SG 07 I confirm I have read and understood the Accountability tab for SG 07

SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. Indicate the roles in the organisation that have oversight, accountability and/or management responsibilities for climate-related issues.

Board members or trustees

Chief Executive Officer (CEO), Chief Investment Officer (CIO), Chief Risk Officer (CRO), Investment Committee

Portfolio managers

Investment analysts

Dedicated responsible investment staff

External managers or service providers

Other role, specify (1)

Other description (1)

          Compliance Officer
        

Other role, specify (2)

Other description (2)

          Risk Manager
        

07.6 CC. For board level roles for which have climate-related issues oversight/accountability or implementation responsibilities, indicate how these responsibilities are executed.

In 2017, SWEN CP's Executive Committee adopted a climate strategy. Since its approval, SWEN CP has been rigorously analyzing all the investment opportunities or decisions taking climate elements into consideration. Those have been integrated into the due diligence process and the information gathered is incorporated into the investment memorandum. Moreover, SWEN Capital Partners is supported in the implementation of its Climate Strategy by an independent climate expert. The latter is solicited on an ad-hoc basis, depending on the materiality level of climate-related risks and opportunities of any given investment opportunity, to provide SWEN CP with specific highlights. 

SWEN CP also takes account climate-related issues in its annual ESG questionnaire.

07.7 CC. For the management-level roles that assess and manage climate-related issues, provide further information on the structure and process involved.

All the investment directors pay specific attention to climate-related issues in all brought investment opportunities and during the life duration of their portfolios. All controversial information linked to climate change are systematically identified by the ESG team, transmitted to the concerned member of the investment team who managed directly with the GPs in charge.

07.8 CC. Explain how the organisation engages external investment managers on the TCFD recommendations and its implementation.


SG 08. RI in performance management, reward and/or personal development

08.1. Indicate if your organisation’s performance management, reward and/or personal development processes have a responsible investment element.

Board members/Board of trustees

08.1b. RI in personal development and/or training plan

Chief Executive Officer (CEO), Chief Investment Officer (CIO), Chief Operating Officer (COO), Investment Committee

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Portfolio managers

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Investment analysts

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Dedicated responsible investment staff

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Other role (1) [from SG 07]

          Compliance Officer
        

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

Other role (2) [from SG 07]

          Risk manager
        

08.1a. RI in objectives, appraisal and/or reward

08.1b. RI in personal development and/or training plan

08.3. Provide any additional information on your organisation’s performance management, reward and/or personal development processes in relation to responsible investment.


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