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C WorldWide Asset Management

PRI reporting framework 2020

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]

Direct - Listed Equity Incorporation

ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]

Direct - Listed Equity Active Ownership

Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

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

Principles for Responsible Investment

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]

Asian Corporate Governance Association

Australian Council of Superannuation Investors

AVCA: Sustainability Committee

France Invest – La Commission ESG

BVCA – Responsible Investment Advisory Board

CDP Climate Change

CDP Forests

CDP Water

CFA Institute Centre for Financial Market Integrity

Climate Action 100+

Code for Responsible Investment in SA (CRISA)

Council of Institutional Investors (CII)

Eumedion

Extractive Industries Transparency Initiative (EITI)

ESG Research Australia

Invest Europe Responsible Investment Roundtable

Global Investors Governance Network (GIGN)

Global Impact Investing Network (GIIN)

Global Real Estate Sustainability Benchmark (GRESB)

Green Bond Principles

HKVCA: ESG Committee

Institutional Investors Group on Climate Change (IIGCC)

Interfaith Center on Corporate Responsibility (ICCR)

International Corporate Governance Network (ICGN)

Investor Group on Climate Change, Australia/New Zealand (IGCC)

International Integrated Reporting Council (IIRC)

Investor Network on Climate Risk (INCR)/CERES

Local Authority Pension Fund Forum

Principles for Financial Action in the 21st Century

Principles for Sustainable Insurance

Regional or National Social Investment Forums (e.g. UKSIF, Eurosif, ASRIA, RIAA), specify

          Dansif, Swesif, Finsif, Norsif

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]

Responsible Finance Principles in Inclusive Finance

Shareholder Association for Research and Education (Share)

United Nations Environmental Program Finance Initiative (UNEP FI)

United Nations Global Compact

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]

All investee companies are screened according to the UN Global Compact. In addition, we participate in conferences and events initiated by the UN Global Compact.

Other collaborative organisation/initiative, specify

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.

Yes

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.

Provided or supported education or training programmes (this includes peer to peer RI support) Your education or training may be for clients, investment managers, actuaries, broker/dealers, investment consultants, legal advisers etc.)

Description

          We continuously work to educate and train personnel on RI related matters. This include general updates on internal staff meetings as well as dedicated training for senior management, portfolio managers and client facing employees.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Provided financial support for academic or industry research on responsible investment

Provided input and/or collaborated with academia on RI related work

Encouraged better transparency and disclosure of responsible investment practices across the investment industry

Description

          We see transparency and a greater amount of disclosure crucial in order for us to better assess the investee companies on RI matters. Specifically, we encourage  this via proxy voting as well as via direct meetings with the investee companies.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Spoke publicly at events and conferences to promote responsible investment

Description

          Besides promoting and educating staff internally, we discus and highlight the responsible investment practices and how we engage with the companies we invest towards investor and related stakeholders.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Wrote and published in-house research papers on responsible investment

Description

          We have written and published in-house research papers on ESG topics like climate change and energy efficiency.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Encouraged the adoption of the PRI

Responded to RI related consultations by non-governmental organisations (OECD, FSB etc.)

Wrote and published articles on responsible investment in the media

Description

          We publish proprietary research, i.e. white papers on ESG related topics, such as "Solar Power and Disruption"

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

A member of PRI advisory committees/ working groups, specify

On the Board of, or officially advising, other RI organisations (e.g. local SIFs)

Description

          Member of the Sustainable Investments Committee in the Danish business association Finance Denmark

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Other, specify

specify description

          We offer investors the possibility to invest in ethically/SRI screened funds, i.e. C Worldwide Global Equities Ethical which we have been managing since 2000.

Description

          This fund does not invest in controversial industries such as alcohol, tobacco, gambling, adult entertainment and weapons.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

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

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

Yes

If yes

Yes, individually

Yes, in collaboration with others

11.2. Select the methods you have used.

Endorsed written submissions to governments, regulators or public policy-makers developed by others

Drafted your own written submissions to governments, regulators or public-policy markers

Participated in face-to-face meetings with government members or officials to discuss policy

Other, specify

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

Yes, publicly available

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

Implementation of the EU Shareholder Rights Directive and the EU Taxonomy for Sustainable Finance into a Danish context and how these regulations and recommendations should be adopted in Denmark.

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