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Schroders

PRI reporting framework 2019

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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

Listed equity – voting

Fixed income SSA – engagement

Fixed income Corporate (financial) – engagement

Fixed income Corporate (non-financial) – engagement

Fixed income Corporate (securitised) – 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).

Listed equity

Fixed income - SSA

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Fixed income - securitised

Property

Other (1)

Other (2)

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

          Multi-Asset, private assets and alternatives
        

'Other (2)' [as defined in OO 05]

          Wealth management
        
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
Private equity

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

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

Schroder Adveq has an extensive ESG assessment at every step of the investment process, from sourcing through to prequalification diligence, investment recommendation and investment monitoring. As part of our due diligence we seek to understand to what degree the manager incorporates ESG principles in each aspect of their investment process and monitors the impact of their ESG decisions.

Our ESG assessment reviews a manager's: 

  • Leadership: how the GP demonstrates commitment and leadership on ESG issues and management; 
  • Policy: the guiding principles for how ESG issues are integrated into firm practices and managed at portfolio companies; 
  • Capacity: how the GP utilises and integrates expertise to manage and further develop ESG initiatives; and 
  • Culture: the activities the GP undertakes to ensure that ESG issues and their importance are understood and managed across the firm.

A fund investment may be vetoed if the manager's assessment indicates a disregard for the importance of ESG principles.

 


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

Direct - Other asset classes with dedicated modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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