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Cadence Investment Partners LLP

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] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Innovation [SG 18]

Direct - Listed Equity Incorporation

ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (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 » Communication

Communication

SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Listed equity - Incorporation

Do you disclose?

We do not proactively disclose it to the public and/or clients/beneficiaries

We disclose to clients/beneficiaries only.

We disclose it publicly

	Disclosure to clients/beneficiaries
	Disclosure to clients/beneficiaries Broad approach to ESG incorporation Detailed explanation of ESG incorporation strategy used
	Frequency

Listed equity - Engagement

Do you disclose?

We do not disclose to either clients/beneficiaries or the public.

We disclose to clients/beneficiaries only.

We disclose to the public

	Disclosure to clients/beneficiaries
	Disclosure to clients/beneficiaries Details on the overall engagement strategy Details on the selection of engagement cases and definition of objectives of the selections, priorities and specific goals Number of engagements undertaken Breakdown of engagements by type/topic Breakdown of engagements by region An assessment of the current status of the progress achieved and outcomes against defined objectives Examples of engagement cases Details on eventual escalation strategy taken after the initial dialogue has been unsuccessful (i.e. filing resolutions, issuing a statement, voting against management, divestment etc.) Details on whether the provided information has been externally assured Outcomes that have been achieved from the engagement Other information
	Frequency

Listed equity – (Proxy) Voting

Do you disclose?

We do not disclose to either clients/beneficiaries or the public.

We disclose to clients/beneficiaries only.

We disclose to the public

	Disclosure to clients/beneficiaries
	Disclosure to clients/beneficiaries Disclose all voting decisions Disclose some voting decisions Only disclose abstentions and votes against management
	Frequency

19.2. Additional information [Optional]

We provide information to all clients and potential clients on our engagement policy, voting policy and the incorpration of ESG factor when we present to them. This means that or existing clients the reporting is done on at least on an annual basis and sometimes quarterly, depending on the client and on an ad hoc basis for any potential new clients when we present to them.

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Cadence Investment Partners LLP

PRI reporting framework 2020

Communication

SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Listed equity - Incorporation

Do you disclose?

Disclosure to clients/beneficiaries

Frequency

Listed equity - Engagement

Do you disclose?

Disclosure to clients/beneficiaries

Frequency

Listed equity – (Proxy) Voting

Do you disclose?

Disclosure to clients/beneficiaries

Frequency

19.2. Additional information [Optional]