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RP Investment Advisors LP

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

Considering ESG issues is an important part of our investment research and decision-making activities. It allows us to increase the scope of our research and better understand the long-term risk and sustainability profile of the companies we invest in. Integrating ESG issues into research can uncover new risks and opportunities that may not be highlighted by traditional analysis. We integrate ESG information into our investment process by: 
- Formal ESG analysis and processes to evaluate and assess security issuers based on standardized internal ESG factors and ratings methodology 
- Regular reporting of ESG analysis to senior management
- Dedicating resources within our Research Team to collect and analyze ESG criteria and sharing this information throughout the broader Investment Management Team
- Developing research templates and replicable processes to enable analysts and portfolio managers to identify and manage ESG risks systematically

Listed equities -  engagement 

Knowing how a company addresses ESG risks and opportunities can be a proxy for the overall management approach of the company leadership. In our investment process, we seek to understand how the companies we invest in manage their most material ESG issues by:
- Incorporating ESG issues into our standard engagement process 
- Identifying industry specific ESG issues to engage with issuers on
- Incorporating material ESG issues into meetings with issuers
- Monitoring our engagement processes and results

Listed equity - (proxy) voting

As a predominantly fixed income asset manager RPIA generally does not invest in voting securities in a material manner. Where applicable we follow our documented Proxy
Voting Policy which provides an overview and guidance of the corporate governance principles we support. Where engaging in proxy voting activities RPIA’s overarching policy is to exercise proxy voting rights in a manner that is consistent with the interest of our investors. Our policy also sets out clear guidelines for managing conflicts of interest matters that may arise from proxy voting activities

Money market instruments

Considering ESG issues is an important part of our investment research and decision-making activities. It allows us to increase the scope of our research and better understand the long-term risk and sustainability profile of the companies we invest in. Integrating ESG issues into research can uncover new risks and opportunities that may not be highlighted by traditional analysis. We integrate ESG information into our investment process by: 
- Formal ESG analysis and processes to evaluate and assess security issuers based on standardized internal ESG factors and ratings methodology 
- Regular reporting of ESG analysis to senior management
- Dedicating resources within our Research Team to collect and analyze ESG criteria and sharing this information throughout the broader Investment Management Team
- Developing research templates and replicable processes to enable analysts and portfolio managers to identify and manage ESG risks systematically

16.2. Additional information [Optional].


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


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