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Coeli

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

10.3. Indicate why you do not cast your votes

For Coeli's funds, Coeli does not seek to take on an ownership role because the investments are not of such a size that the funds in the typical case become among the largest shareholders. Coeli has also made the assessment that in most cases it is not justified or possible based on the size of the holdings to participate in nomination committees and board work. Normally, these funds will also not be represented at general meetings.

The background to this position is that it would make effective management of the funds more difficult to actively participate in so-called ownership issues. Given that Coeli's Board of Directors considers that it is in the interests of the unit-holders, the Company may, in exceptional cases, deviate from the said basic principle. When deviations are made, the ownership role shall be exercised exclusively in the common interests of the unit holders. This means that other interests from the Company or related companies when exercising ownership always have to give way to any conflicts of interest.

Fixed income Corporate (financial) – engagement

Fixed income Corporate (non-financial) – engagement

Fixed income Corporate (securitised) – engagement


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

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Fixed income - securitised

Property

Hedge funds

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Private equity

Private equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

Coelis private equity fund-of-funds follows the company’s core criteria for sustainability. Sustainability activities and exclusion criteria are two of the factors in the selection process that are used on a continuous basis to evaluate external funds.

11.5. For your externally managed pooled funds, describe any mechanisms in place to set expectations as part of the appointment or commitment process.

Coelis fund-of-funds follows the company’s core criteria for sustainability. Sustainability activities and exclusion criteria are two of the factors in the selection process that are used on a continuous basis to evaluate external funds.


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

Direct - Fixed Income

Direct - Other asset classes with dedicated modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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