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Matarin Capital Management (Delisted)

PRI reporting framework 2020

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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

Listed equity – voting

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

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 - Listed Equity active ownership

Closing module

12.2. Additional information. [Optional]

Matarin's investment team was involved with/managed global equity strategies for 8 years at its prior firm, Invesco. In total, the Invesco Quantitative Strategies Group managed over $25B in assets. Matarin's three portfolio managers all hail from this group, and Stuart Kaye was in the Chief Investment Officer role on that prior team. Because of this legacy, Matarin's investment philosophy is an extension of the team's prior group, and our investment process, although it has evolved over time with new research insights and changing markets, also grows out of that prior discipline and bears similarities to it.

Matarin's investment team worked to find thoughtful and insightful ways to utilize information related to ESG to help investors improve their risk/return profile in our investment strategies.  Today, we focus on 5 Pillars of Responsible Investing at Matarin: 1) ESG factor integration in our return forecasts, 2) ESG factor integration in our risk modelling, 3) ESG-focused proxy voting and engagement, 4) Customized negative screens, 5) Matarin’s own community engagement and social responsibility.