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PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

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.

Fixed income Corporate (non-financial) – engagement

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).

Fixed income - corporate (non-financial)

Private equity


Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Private equity

Private equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

The Group externally managed asset class expertise is provided by Idinvest who has proactively defined a responsible investment approach covering the selection, investment and monitoring of investment managers.

At investment, every new fund is assessed through an ESG assessment grid to understand the level of ESG integration at the GP and the investments to be made by the fund. ESG assessments are included in the investment memorandum and discussed at Investment Committees.

During the holding period, Idinvest Partners monitors the ESG performance of investment managers. In 2019, Idinvest Partners sent out its annual ESG survey to 49 asset management companies and obtained a 100% answer rate. The ESG questionnaire is regularly updated to incorporate French and international trends aiming at facilitating dialogue between GPs and LPs (as per PRI and France Invest's recommendations). Since 2018, Idinvest worked[MB3]  together with 3 leading French GPs (Bpifrance, Swen Capital and CDC) to produce a harmonised ESG annual reporting questionnaire to GPs.

Following the reporting exercise, the results are consolidated and publicly disclosed within the firm's annual Sustainability and Impact report. In addition and upon request, Idinvest Partners provides to the GP an ESG dashboard relative to its peers.

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 - Fixed Income

Direct - Other asset classes with dedicated modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]