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Bowmark Capital

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

05.2. Additional information. [Optional]


SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Key performance indicator

          Ensure all Bowmark investment team members are aware of the firm's ESG policy
        

Progress achieved

All team members are briefed on any changes to the ESG focus of the firm

Key performance indicator

          Ensure all Bowmark investment team members are trained
        

Progress achieved

Formal firm-wide ESG training delivered by a third party expert was completed in late 2019

Key performance indicator

          Ensure all Bowmark investment team members and portfolio companies are aware of the firm's ESG activities
        

Progress achieved

Formal training was delivered to all staff in late 2019 and ESG reporting has been formally incorproated in the quarterly portfolio review cycle

Financial performance of investments

ESG characteristics of investments

Key performance indicator

          Record measurable improvement in portfolio company ESG performance
        

Progress achieved

Specific guidance for portfolio companies is being developed to address ESG factors relating to specific thematic areas. The first of these centered around employee engagement, which was rolled out through 2019. A similar thematic review for 2020 is being formulated cover environmental considerations.

Other activities

Key performance indicator

          Development of case studies
        

Progress achieved

A rolling programme of enagement with portfolio companies is underway

06.2. Additional information.


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