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Quoniam Asset Management GmbH

PRI reporting framework 2020

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Governance and human resources

SG 07. RI roles and responsibilities

07.1. Indicate the internal and/or external roles used by your organisation, and indicate for each whether they have oversight and/or implementation responsibilities for responsible investment.

Roles

Select from the below internal roles

Other description (1)

          Social Responsible Investment Committee
        

07.2. For the roles for which you have RI oversight/accountability or implementation responsibilities, indicate how you execute these responsibilities.

Quoniam's Socially Responsible Investment (SRI) Committee, comprising the CIO, the SRI coordinator, two portfolio managers focussing on responsible investing and the CSR strategist, have the oversight and responsibility of all SRI aspects in the investment process, i.e. definition of the screening policies, selection of quantitatie metrics and ratings used in investment analysis (integration), and defining engagement and proxy voting policies. Within the management board, the CIO carries responsibility for SRI, while the CEO has responsibility for CSR and overall responsibility.

All portfolio managers are responsible for applying the criteria selected by the SRI Committee in the day to day application of the investment process and to communicate them to clients and prospects.

The SRI team of the mother company Union Investment (UI) is repsonsible for implementing engagement and proxy voting policies as instructed, e.g. in the Quoniam Funds Selection SICAV.

The SRI coordinator and the dedicated staffs are supervising the process and reporting to the SRI Committee on a regular basis about results. They are also working on initatives for improvement and organising the exchange with the engagement team at UI.

07.3. Indicate the number of dedicated responsible investment staff your organisation has.

3 Number

07.4. Additional information. [Optional]

Quoniam's investment process enables every portfolio manager to implement and observe responsible investments by making criteria and metrics instantly available in the data driven investment process.

Quoniam established a SRI coordinator in 2019 to coordinate SRI topics within the company - having a direct reporting line to the CIO. Additionally, two portfolio managers have a dedicated responsibility for ESG analytics and serve as experts in fostering knowledge within the organisation. Furthermore, Quoniam can draw on the resources of the full ESG team at mother company Union Investment, with 16 ESG Analysts. This team is also responsible for implementing engagement and proxy voting policies, e.g. in the Quoniam Funds Selection SICAV.


SG 07 CC. Climate-issues roles and responsibilities (Private)


SG 08. RI in performance management, reward and/or personal development (Private)


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