Key elements of our investment policies to RI (as listed in SG 01.2) are:
Formalised guidelines on environmental, social, and governance factors: We are using clearly defined data points from recognized sources to measure sensitivity to these factors at the security level, and analyse/manage it at the portfolio level.
Screening/ exclusion policy: We are using a ruled based negative filter on controversial businesses practices.
Engagement policy: We are engaging with companies on SRI issues, addressing themes identified as material. See engagement agenda in LEA 01.6.
(Proxy) voting policy: We are systematically casting votes based on our proxy voting policy.
Quoniam is acting as a portfolio manager in a variety of different setups. The policy components listed above and in SG 01.2 are applied to the Quoniam Fund Selection (QFS) SICAV and wherever Quoniam is mandated by its customers to execute them.