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Matthews International Capital Management (Matthews Asia)

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Matthews Asia hosted a PRI Representative at our offices in August 2019 to discuss the Assessment report, as well as how to better implement and report on the Principles moving forward. Two representatives from Matthews Asia attended the PRI's 2019 Western North American PRI Symposium, on October 24th in Los Angeles. Matthews Asia staff attended the PRI in Person conference in Paris in September 2019 as well as the policy day. A de-brief for the investment team and clients was conducted upon return.  Matthews Asia is also engaged in the PRI-supported KnowTheChain engagement.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Matthews Asia is an extremely active member in the ACGA. Matthews Asia supported and contributed to market-wide engagements promoted by ACGA in relation to the Hong Kong Stock Exchange ESG listing enhancements as well as the letter sent to the Ministry of Finance (MOF) in Japan on its proposed amendments to the Foreign Exchange and Foreign Trade Act (FEFTA).

In April 2019, Matthews Asia participated in the Korea Working Group (KWG) delegation to Seoul with other ACGA investor members. The group attended meetings with leading companies, regulatory agencies, and corporate governance experts. Regulators included the MOJ, FSC, FSS FTC, and MOEF to discuss regulatory changes to strengthen minority shareholder rights. Meetings were also held with the KRX, NPS, KCGS and other players involved in corporate governance in Korea.

In July 2019, Matthews Asia participated in the Japan Working Group (JWG) delegation to Tokyo with other ACGA investor members. The group attended meetings with leading companies, regulatory agencies, and corporate governance experts. Regulators included the MOF, METI, and FSA to discuss regulatory changes to strengthen minority shareholder rights. Meetings were also held with the JPX, the Japan Corporate Governance Network, and other players involved in corporate governance in Japan.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Matthews Asia supports the work of the CDP in improving corporate disclosure and is an investor member. In 2019, Matthews Asia engaged with portfolio holdings through the CDP's Non-Disclosure Campaign. We signed onto 30 letters (and were a lead investor on one company) which asked them to disclose more information related to environmental risk around climate change, deforestation, and water. Engagement was relatively successful as eleven of the thirty companies that we sent letters to submitted questionnaires to the CDP. Six of those eleven were specifically targeted to answer these questionnaires in 2019.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Matthews Asia supports the work of the CDP in improving corporate disclosure and is an investor member. In 2019, Matthews Asia engaged with portfolio holdings through the CDP's Non-Disclosure Campaign. We signed onto 30 letters (and were a lead investor on one company) which asked them to disclose more information related to environmental risk around climate change, deforestation, and water. Engagement was relatively successful as eleven of the thirty companies that we sent letters to submitted questionnaires to the CDP. Six of those eleven were specifically targeted to answer these questionnaires in 2019.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Matthews Asia supports the work of the CDP in improving corporate disclosure and is an investor member. In 2019, Matthews Asia engaged with portfolio holdings through the CDP's Non-Disclosure Campaign. We signed onto 30 letters (and were a lead investor on one company) which asked them to disclose more information related to environmental risk around climate change, deforestation, and water. Engagement was relatively successful as eleven of the thirty companies that we sent letters to submitted questionnaires to the CDP. Six of those eleven were specifically targeted to answer these questionnaires in 2019.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Matthews Asia attended the International Corporate Governance Network's February 2019 conference. Matthews Asia's ESG Analyst is a faculty member of the ICGN ESG Integration Course and taught a module for the ICGN's ESG integration training program. Matthews Asia formally became a member of ICGN in June 2019. Matthews Asia attended the International Corporate Governance Network's Annual conference in Tokyo in July 2019. Matthews Asia's ESG Analyst is a faculty member of the ICGN ESG Integration Course and taught a module for the ICGN's ESG integration training program in Japan.

          US SIF
        

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Matthews Asia is a member of US SIF.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          In-person presentations for investment advisers at conferences as well as webcasts.
What's Driving ESG Investing in Asia, Hosted by Investment News May 2019
The Drivers of ESG Investing in Asia, Boston round-table event Dec 2019
        

Frequency of contribution

Description

          International Corporate Governance Network (ICGN) Amsterdam Feb 2019 ESG Integration Course
Pension & Investments, Webinar - Emerging markets: Balancing risk and volatility for long-term gain, April 2019
Global Investment Conference, Canadian Investment Review, Asia’s ESG evolution: Leadership and opportunity presentation, April 2019, Victoria, B.C. Canada
SASB AICPA Event at Bloomberg ‘Investor Demand and Use of ESG Data’ May 2019 San Francisco
ESG Event with CFA Institute San Francisco  ‘ESG Panel: Trends, Challenges, Actionable Ideas’ May 2019
ICGN Annual Conference July 2019 in Tokyo, Matthews Asia staff taught ESG integration course 
Roundtable on Asia ESG, Schwab, Denver Nov 2019           
First Affirmative Advisor Summit Colorado Springs Nov 2019 Matthews Asia was a keynote speaker
SRI30 Conference in Colorado Springs Nov 2019 (Matthews Asia was a sponsor and presenter)
2019 Sustainable Investing Conference hosted by Gitterman Wealth at the UN in New York City Dec 2019 (Matthews Asia was both included in keynote and panel presentations and was a conference sponsor)
Media: ESG Opportunities in China RIA Channel Interview Dec 2019
        

Frequency of contribution

Description

          Matthews Asia Snapshot, Vivek Tanneeru’s Green Streak, May 2019
Matthews Asia ‘Corporate Governance in China: Progress and Participation in Profits’ Dec 2019
        

Frequency of contribution

Description

          LinkedIn “Four questions on ESG topic for Kathlyn Collins from Matthews Asia” by Karel Krticka, July 2019
Quoted in Bloomberg ‘Billionaire Uniqlo Founder Wants a Woman to Succeed Him as CEO’ Sept 4, 2019
Greenmoney Journal, Oct 2019, Matthews Asia ESG Fund Looks Beyond ESG Integration
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]


SG 11. Dialogue with public policy makers or standard setters (Private)


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