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Ownership Capital

PRI reporting framework 2019

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We primarily focus our efforts on supporting the UNPRI through promoting the objectives set out by the initiative and attending UNPRI events. Ownership Capital actively participates in PRI events and seeks to take a leadership role in the industry to promote the adoption of the Principles for Responsible Investment. In 2018, we attended the UNPRI in Person conference and the UNPRI Climate Forum in both Amsterdam and Zurich. Alex van der Velden, our CIO, serves as the Chairman of the Listed Equity Committee. 

 

 

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

In 2018 we attended the ICGN Conference in Amsterdam.

          Japan SIF
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          FSB Task Force on Climate-Related Financial Disclosures
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

          G20 Investor Letter
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

We became a signatory of a letter to the G20 from investors pushing for strong action on climate change.

          The Investor Forum (UK), The Future of the Corporation, UN CleanSeas, BRC Marine Plastics
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

As an Asset Manager with a staff of 18 professionals, we try to focus our collaborative engagments where we believe that we can have the greatest impact and support our clients / investor partners with their initiatives. In addition to our focus on the UNPRI, we are members of and support a number of other initiatives, often in conjuntion with our investor clients. Therefore, we have listed our outreach as "Basic" across most categories- but would argue that for an organisation of our size it is, indeed, "Advanced".


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Ownership Capital hosted an investor dinner for senior global institutional investors. The dinner focused on knowledge sharing and best practices in responsible investment.
        

Frequency of contribution

Description

          Ownership Capital provided financial support to two industry groups with a focus on responsible investment research and collaborative engagement.
        

Frequency of contribution

Description

          We collaborated with a prominent academic regarding ESG issues.
        

Frequency of contribution

Description

          Our CIO is a regular panelist at industry events promoting ESG transparency and disclosure.
        

Frequency of contribution

Description

          Our CIO is a regular panelist at industry events promoting ESG transparency and disclosure.
        

Frequency of contribution

Description

          We contribute to thought leadership in responsible investment and make our research publicly available on our website.
        

Frequency of contribution

Description

          At the PRI in Person conference, Ownership Capital hosted an investor breakfast to bring together signatories to connect and discuss responsible investment.
        

Frequency of contribution

Description

          Our CIO is the Chairman of the Listed Equity Committee.
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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