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Boussard & Gavaudan

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Listed equities – ESG incorporation

Assessing a company’s corporate governance practice has always been a key part of BG’s investment process. The Group firmly believes that companies which are well governed and operate transparently are well placed to increase shareholder value over time. Each individual analyst is responsible for integrating Governance considerations when analysing a company for approval of their proposed investment by the Investment Committee. Within BG’s fundamental equity strategies certain sectors and companies have increased exposure to environmental and social risk and BG’s analysts factor these considerations into their analysis and investment proposals. ESG considerations are not normally the primary driver of an investment decision however they often serve as a catalyst for further research, investigation and discussion

Listed equities -  engagement 

Engagement: The Group seeks to obtain appropriate disclosure of ESG issues from entities in which we invest. The Group believes engagement is an important part of the investment process. BG engages with investment companies for which it has identified specific issues or concerns, including ESG, in order to obtain additional information and insight. Company management is normally engaged through regular one-to-one or group meetings and conference calls.

Active ownership:  BG aims to be actively engaged with companies it invests in to generate additional value from its investment. The Group owes its clients a duty of care in respect of services undertaken on the client’s behalf, including voting. To this end, where relevant, BG takes all reasonable steps to vote in the best interest of its clients. The Firm maintains documentation in relation to its voting, including (i) a record of how the Firm voted, and (ii) any documents created by the portfolio manager or others, that were material to the voting decision

Hedge funds - DDQ

Select whether you have responded to the PRI Hedge Fund DDQ

Hedge funds

Responding to the PRI Hedge Fund DDQ will be one our main objectives for next PRI cycle.

16.2. Additional information [Optional].

SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)