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Mandarine Gestion

PRI reporting framework 2020

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Innovation [SG 18]

Direct - Listed Equity Incorporation

ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]

Direct - Listed Equity Active Ownership

Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

You are in Strategy and Governance » Communication

Communication

SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Listed equity - Incorporation

Do you disclose?

We do not proactively disclose it to the public and/or clients/beneficiaries

We disclose to clients/beneficiaries only.

We disclose it publicly

The information disclosed to clients/beneficiaries is the same

Yes

Disclosure to public and URL
Disclosure to public and URL Broad approach to ESG incorporation Detailed explanation of ESG incorporation strategy used
Frequency
URL http://www.mandarine-gestion.com/france/fr/qui-sommes-nous/linvestissement-responsable/ URL

Listed equity - Engagement

Do you disclose?

We do not disclose to either clients/beneficiaries or the public.

We disclose to clients/beneficiaries only.

We disclose to the public

The information disclosed to clients/beneficiaries is the same

Yes

Disclosure to public and URL
Disclosure to public and URL Details on the overall engagement strategy Details on the selection of engagement cases and definition of objectives of the selections, priorities and specific goals Number of engagements undertaken Breakdown of engagements by type/topic Breakdown of engagements by region An assessment of the current status of the progress achieved and outcomes against defined objectives Examples of engagement cases Details on eventual escalation strategy taken after the initial dialogue has been unsuccessful (i.e. filing resolutions, issuing a statement, voting against management, divestment etc.) Details on whether the provided information has been externally assured Outcomes that have been achieved from the engagement Other information
Frequency
URL http://www.mandarine-gestion.com/fileadmin/user_upload/Documents_Reglementaires/Mandarine_Gestion_-_Rapport_Dialogue_et_Engagement_2019.pdf URL

Listed equity – (Proxy) Voting

Do you disclose?

We do not disclose to either clients/beneficiaries or the public.

We disclose to clients/beneficiaries only.

We disclose to the public

The information disclosed to clients/beneficiaries is the same

Yes

Disclosure to public and URL
Disclosure to public and URL Disclose all voting decisions Disclose some voting decisions Only disclose abstentions and votes against management
Frequency
URL http://www.mandarine-gestion.com/fileadmin/user_upload/Documents_Reglementaires/Mandarine_Gestion_-_Rapport_exercice_des_droits_de_vote_2019.pdf URL

19.2. Additional information [Optional]

In addition to all the required ESG documents that are availabale publically on our website, an ESG reporting is made for each fund on a quarterly basis. However not publicly available, they can be sent to clients/prospects on request.

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Mandarine Gestion

PRI reporting framework 2020

Communication

SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Listed equity - Incorporation

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL

Frequency

Listed equity - Engagement

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL

Frequency

Listed equity – (Proxy) Voting

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL

Frequency

19.2. Additional information [Optional]