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Avanz Capital

PRI reporting framework 2020

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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets (Not Applicable)


OO 11. ESG incorporation practices for all assets

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.

As an asset management company, Avanz Capital has a fiduciary duty to act in the best long-term interests of its clients, investors and stakeholders. Avanz Capital also believes strongly that financial performance and sustainability are inextricably linked. Accordingly, Avanz Capital includes responsible investment considerations by systematically identifying, managing and reducing environmental, social and corporate governance (ESG) risks in its manager selection, appointment and monitoring.

Avanz Capital selection process includes:

  • Understanding the fund manager's responsible investment strategy and whether it can deliver results through portfolio companies
  • Assisting fund managers with developing and articulating their responsible investment policies
  • Assessing the fund manager's Social and Environment Management System capabilities
  • Setting indicators, targets and benchmarks for tracking Fund level results

Avanz Capital's appointment process includes:

  • Proactive portfolio management in collaboration with the fund manager
  • Developing fund manager's Social and Environment Management System (if needed)
  • Setting company specific indicators, and if necessary, assist fund managers in developing methodology for tracking and budgeting (for example C02 emissions)
  • Negotiating side letter provisions to include Avanz Capital's ESG standards and impact assessment reporting template

Avanz Capital's monitoring process includes:

  • Tracking portfolio company impact through annual impact assessment reports
  • Aggregating and analyzing quantifiable data
  • Conducting portfolio company reviews to capture non-quantifiable results

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 via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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