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Adelphi Capital LLP

PRI reporting framework 2020

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Monitoring and reporting

HF 12. Long/short exposure and reporting

12.1. Could you indicate whether you report separately on your funds’ long/short/net exposures?

Please explain

          Our universe is the same for longs and shorts and therefore utilise the same ESG research and KPIs to evaluate potential winners and losers.
        

HF 13. Metrics/KPI for RI progress

13.1. Please describe what metrics/initiatives (internal and/or external) your organisation uses to measure its progress in incorporating RI into the investment process.

Hedge Funds Strategy
Equity Hedge
Metrics/Initiatives
Internal/external
Metrics/Initiatives definition
          Quarterly partnership committee meetings where we formally assess progress towards ESG outcomes.
        
Assessment/outcomes
          Our aim is to hold at least one ESG educational training session per year. We periodically review to see if this outcome is achieved.
        
Hedge Funds Strategy
Equity Hedge
Metrics/Initiatives
Internal/external
Metrics/Initiatives definition
          We aim to vote on all portfolio company corporate actions.
        
Assessment/outcomes
          On a quarterly basis we review the corporate actions we have voted on and assess whether we have reached our goal of 100%.
        
Hedge Funds Strategy
Equity Hedge
Metrics/Initiatives
Internal/external
Metrics/Initiatives definition
          We aim to discuss our ESG approach with clients to help further the ESG initiative.
        
Assessment/outcomes
          We review on a periodic basis the client ESG discussions we have had and whether or not this has led to a positive change in our / their approach to ESG.
        

13.2. Additional information [OPTIONAL]

          
        

HF 14. Exposure to climate risk (Private)


HF 15. Reports to investors

15.1. How often and in what format (e.g. meetings, written reports) does your organisation report to its investors on ESG activities risks assessments? Please provide reporting examples.

Frequency of reporting
Format
ESG activities
Portfolio ESG risks assessment
Outcomes
          We produce a quarterly DDQ that will be regularly updated to reflect the latest ESG factors and research incorporated into our investment analysis along with any developments at a firm level.
        
Frequency of reporting
Format

specify

          We regularly complete ESG questionnaires for our clients.
        
ESG activities
Portfolio ESG risks assessment
Outcomes
          We are happy to assist clients in meeting their own ESG objectives.
        
Frequency of reporting
Format

specify

          The Firm's Responsible Investment Policy
        
ESG activities
Portfolio ESG risks assessment
Outcomes
          We will annually review our Responsible Investment Policy and will publish the latest edition of the policy on our website.
        
Frequency of reporting
Format

specify

          Quarterly fund presentations for investors.
        
ESG activities
Portfolio ESG risks assessment
Outcomes
          We produce quarterly fund presentations that will include details and examples of the firm's overall investment approach to ESG.
        

15.2. Additional information [OPTIONAL]

          
        

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