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Mandarine Gestion

PRI reporting framework 2020

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ESG incorporation in actively managed listed equities

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities; and the breakdown of your actively managed listed equities by strategy or combination of strategies.

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
10 %
Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
85 %
Percentage of active listed equity to which the strategy is applied — you may estimate +/- 5%
5 %
Total actively managed listed equities 230%

01.2. Describe your organisation’s approach to ESG incorporation and the reasons for choosing the particular strategy/strategies.

Mandarine Gestion has implemented an overall ESG policy for the company and its activities. In addition to our SRI funds, we have developped an ESG integration approach for all our funds, including the non-SRI ones. The RI management process has been implemented around an in-house tool, "ESG-View". This tool, dedicated to ESG data, is under the responsibility of the Head of SRI management. His role is to fill the tool with ESG data, coming from his own research or external research, and trying to cover the whole investment universe of our funds. This information is provided throught the ESG-View tool to the front-office tool of all the fund managers who have then access to all ESG data on their portfolio's hodlings. The fund managers' responsibility is to have knowlegde of this information and to be aware of ESG stakes, but without any duty or constraint, except for our SRI fund which has specific RI policy and process, and active RI constraints.

The RI management use external tool to stay informed of any controversy that concerns a listed equity invested on a fund. The ratings are, as much as possible, updated continuously thanks to new reports or meetings with the companies.

We also publish ESG reporting for each fund on a quarterly basis, that includes extensive details on the ESG profile of the fund. Every two months, we also have a dedicated presentation where we present the updates of the ESG reportings, and a chosen sectorial or thematic presentation on ESG issues.

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]


(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the proportion of actively managed listed equity portfolios where E, S and G factors are systematically researched as part of your investment analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information. [Optional]


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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