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Gresham House plc

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


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

Private equity

Property

Infrastructure

Forestry

Other (1)

`Other (1)` [as defined in OO 05]

          Gresham House's New Energy Division is comprised of energy battery storage and traditional renewables (Wind & Solar) assets = £535,291,771 (19%).
        

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 - Other asset classes with dedicated modules

Closing module

12.2. Additional information. [Optional]

The Gresham House British Strategic Investment Fund Strategy invests in a diversified portfolio of housing and infrastructure assets intended to generate strong financial returns, whilst also having a positive social and/or environmental impact in the UK. The Strategy is focused on the less competed sub-£50m and highly fragmented section of the market.

The Strategy comprises two sub funds: namely the Gresham House BSI Housing LP (“Sub Fund H”), and Gresham House BSI Infrastructure LP (“Sub-Fund I”), which gives prospect clients greater flexibility with regards to their allocation exposures.

As at the end of December 2019, we currently hold 5 infrastructure holdings all of which have a strong positive social and or environmental impact. Therefore, we thought it prudent to report on the asset class despite being below the 10% threshold.

We would expect to include Property in our future UN PRI Reporting submissions. However, as at the end of December 2019, the Housing portfolio comprised only two assets: A PRS platform and a portfolio of shared equity loans. Therefore, whilst the Sub Fund continues to deploy capital within the investment period, we do not think it is worthwhile including responses in a dedicated UN PRI module. This is not to say however, that ESG considerations have not been fully integrated throughout the entire investment cycle. Our approach to responsible investment within Housing & Infrastructure is outlined in our specific sustainable investing asset class policy.


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