Public HTML RI reports - PRI reporting framework 2020

KBI Global Investors

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] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]

Direct - Listed Equity Incorporation

ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (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 » 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

Principles for Responsible Investment

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]

Participated in a number of collaborative engagements.

Our Head of RI was a member of the Macroeconomic Risks working group.

Attended PRI in Person in Paris.

Asian Corporate Governance Association

Australian Council of Superannuation Investors

AVCA: Sustainability Committee

France Invest – La Commission ESG

BVCA – Responsible Investment Advisory Board

CDP Climate Change

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]

Our Head of Responsible Investing is a member of CDP Ireland's steering committee. We took the lead role in several engagements to persuade companies to report to CDP.

CDP Forests

CDP Water

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]

CFA Institute Centre for Financial Market Integrity

Climate Action 100+

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]

Part of the lead investors group for four target companies. Participated in many conference calls and in person meetings with those companies.

Code for Responsible Investment in SA (CRISA)

Council of Institutional Investors (CII)

Eumedion

Extractive Industries Transparency Initiative (EITI)

ESG Research Australia

Invest Europe Responsible Investment Roundtable

Global Investors Governance Network (GIGN)

Global Impact Investing Network (GIIN)

Global Real Estate Sustainability Benchmark (GRESB)

Green Bond Principles

HKVCA: ESG Committee

Institutional Investors Group on Climate Change (IIGCC)

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]

Interfaith Center on Corporate Responsibility (ICCR)

International Corporate Governance Network (ICGN)

Investor Group on Climate Change, Australia/New Zealand (IGCC)

International Integrated Reporting Council (IIRC)

Investor Network on Climate Risk (INCR)/CERES

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]

Active member of Water Hub group. Participated in collaborative engagements. Spoke at annual conference.

Local Authority Pension Fund Forum

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]

Attended events.

Principles for Financial Action in the 21st Century

Principles for Sustainable Insurance

Regional or National Social Investment Forums (e.g. UKSIF, Eurosif, ASRIA, RIAA), specify

          SIF Ireland

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]

SIF Ireland is an organisation set up to promote Responsible Investment in Ireland. Our firm's Head of Responsible Investing is an active member of the Committee which oversees the work of the organisation, and has spoken at events. Our firm has also acted as host for a Sustainability event under the auspices of SIF Ireland.

Responsible Finance Principles in Inclusive Finance

Shareholder Association for Research and Education (Share)

United Nations Environmental Program Finance Initiative (UNEP FI)

United Nations Global Compact

Other collaborative organisation/initiative, specify

          Eurosif Transparency Code

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

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

Other collaborative organisation/initiative, specify

SG 09.2. Assets managed by PRI signatories

Indicate approximately what percentage (+/- 5%) of your externally managed assets under management are managed by PRI signatories.

100 %

SG 10. Promoting RI independently

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

Yes

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.

Provided or supported education or training programmes (this includes peer to peer RI support) Your education or training may be for clients, investment managers, actuaries, broker/dealers, investment consultants, legal advisers etc.)

Description

          Spoke at investment conferences, mostly for institutional investors, promoting RI topics and products.  Hosted an RI event with external speakers, aimed at institutional investors and consultants in the Irish market.  Hosted a media event on RI issues, for UK journalists.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Provided financial support for academic or industry research on responsible investment

Provided input and/or collaborated with academia on RI related work

Encouraged better transparency and disclosure of responsible investment practices across the investment industry

Description

          Continued our innovative methodology on alignment of portfolios with Sustainable Development Goals, thus increasing both transparency and disclosure.This is a very significant body of work, that we believe is industry-leading, and involves substantial commitment from our Portfolio Managers and the Responsible Investing Committee.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Spoke publicly at events and conferences to promote responsible investment

Description

          Spoke at investment conferences, mostly for institutional investors, promoting RI topics and products.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Wrote and published in-house research papers on responsible investment

Description

          We write and circulate an annual study analysing the performance of cohorts of stocks, per ESG rating.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Encouraged the adoption of the PRI

Responded to RI related consultations by non-governmental organisations (OECD, FSB etc.)

Wrote and published articles on responsible investment in the media

Description

          Wrote several articles on RI, mostly in UK media.

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

A member of PRI advisory committees/ working groups, specify

Description

          Member of Macroeconomic risks working group

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

On the Board of, or officially advising, other RI organisations (e.g. local SIFs)

Description

          Member, SIF Ireland Committee.
Member, CDP Ireland Steering Committee

Frequency of contribution

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad hoc

Other

Other, specify

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

11.1. Indicate if your organisation - individually or in collaboration with others - conducted dialogue with public policy makers or regulators in support of responsible investment in the reporting year.

Yes

If yes

Yes, individually

Yes, in collaboration with others

11.2. Select the methods you have used.

Endorsed written submissions to governments, regulators or public policy-makers developed by others

Drafted your own written submissions to governments, regulators or public-policy markers

Participated in face-to-face meetings with government members or officials to discuss policy

Other, specify

specify description

          Under the auspices of SIF Ireland, participated in discussion with the Irish Department of Finance re funding for a Skills Network for Responsible Investing

11.3. Where you have made written submissions (individually or collaboratively) to governments and regulatory authorities, indicate if these are publicly available.

Yes, publicly available

11.4. Provide a brief description of the main topics your organisation has engaged with public policy-makers or regulators on.

In most cases we have focussed on climate-change-related issues.

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