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Orcadia Asset 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 - Corporate (financial)

Based on both inhouse and external sources we check if the company would rank among the 50% best of its sector to include it in our investement universe. If a company would be no longer elligible (among the 25% worst in its sector) the position must be sold within a reasonable time frame

Fixed income - Corporate (non-financial)

Based on both inhouse and external sources we check if the company would rank among the 50% best of its sector to include it in our investement universe. If a company would be no longer elligible (among the 25% worst in its sector) the position must be sold within a reasonable time frame

Cash

we do not take into account "pure cash" into consideration when determining ESG scores

When it would be invested in CP we make sure that the company is not involved in any (very) severe issues

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)


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