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Altrafin Group

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

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

10.2. Indicate why you do not engage and do not require external managers to engage.

Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.

Altrafin requires external managers that are used in the portfolios to report on ESG matters and discuss their ESG strategy before making an investment.

Listed equity – voting

10.3. Indicate why you do not cast your votes

Altrafin has 60plus clients and most of them have several bank relationships. For Altrafin it is technically impossible to bundle the voting rights for a single stock from over 30 banks and hundreds of accounts. The logistics involved, including sign offs by the beneficial owners for each single stock in a way that Altrafin may cast a vote, are not manageable. Altrafin follows the developments in the voting providers closely and would welcome a solution that would allow to participate in an efficient manner.

Furthermore, Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.

 

Fixed income SSA – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.
Altrafin requires external managers that are used in the portfolios to report on ESG and discuss their ESG strategy before making an investment.
        

Fixed income Corporate (financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.
Altrafin requires external managers that are used in the portfolios to report on ESG and discuss their ESG strategy before making an investment.
        

Fixed income Corporate (non-financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.
Altrafin requires external managers that are used in the portfolios to report on ESG and discuss their ESG strategy before making an investment.
        

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)

Cash


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 - Fixed Income

Closing module

12.2. Additional information. [Optional]


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