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Genus Capital Management

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

Fixed income - SSA

Fixed income managed internally is a small portion of AUM.  We align the fixed income holdings with the client's values.  Some clients will have no fossil fuel related assets.

The vast majority of our fixed income is in pooled funds which are managed externally.   Our Fossil Free Funds follow a strict investable list of issuing companies. This list is based on a ESG and Carbon screen.

Fixed income - Corporate (financial)

Fixed income managed internally is a small portion of AUM.  We align the fixed income holdings with the client's values.  Some clients will have no fossil fuel related assets.

The vast majority of our fixed income is in pooled funds which are managed externally.   Our Fossil Free Funds follow a strict investable list of issuing companies. This list is based on a ESG and Carbon screen.

Fixed income - Corporate (non-financial)

Fixed income managed internally is a small portion of AUM.  We align the fixed income holdings with the client's values.  Some clients will have no fossil fuel related assets.

The vast majority of our fixed income is in pooled funds which are managed externally.   Our Fossil Free Funds follow a strict investable list of issuing companies. This list is based on a ESG and Carbon screen.

Cash

Cash and cash equivalent refers to money market government issuances. There is no ESG process in place.  We are looking into impact mone market products that are becoming available in Canada

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally 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

We have one externally managed listed equities fund and this was created several years ago.  We did not require a responsible investing mandate when it was created.  Our external manager is a PRI signatory but the only ESG requirement is to avoid tobacco investments.

Listed equities - engagement

We have one externally managed listed equities fund and this was created several years ago.  We did not require a responsible investing mandate when it was created.  Our external manager is a PRI signatory but there is no requirement on ESG engagement for this fund.

Listed equities - (proxy) voting

We have one externally managed listed equities fund and this was created several years ago.  We did not require a responsible investing mandate when it was created.  Our external manager is a PRI signatory but there is no requirement to align proxy voting with ESG issues for this fund.

Fixed income - SSA

Within our Fossil Free externally managed fixed income funds, we have a process for Fixed Income - SSA.  We provide the external manager with a universe of eligible investments based on our sustainable criteria.  The manager will buy/sell based on the universe.  As a result, the investments are not in fossil fuel industries or other controversial industries.  In addition, avoid investing in companies with negative incidents so we do not support this activity.

Fixed income - Corporate (financial)

Within our Fossil Free externally managed fixed income funds, we have a process for Fixed Income - Corporate (financial).  We provide the external manager with a universe of eligible investments based on our sustainable criteria.  The manager will buy/sell based on the universe.  As a result, we will avoid investing in companies with negative incidents so we do not support this activity.

Fixed income - Securitised

Within our Fossil Free externally managed fixed income funds, we have a process for Fixed Income - Securitised.  We provide the external manager with a universe of eligible investments based on our sustainable criteria.  The manager will buy/sell based on the universe.  As a result, the investments are not in fossil fuel industries or other controversial industries.  In addition, avoid investing in companies with negative incidents so we do not support this activity.

17.2. Additional information.


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