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Hérens Quality Asset Management AG

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.

Listed equity – engagement

Listed equity – voting

10.3. Indicate why you do not cast your votes

As an asset manager, we do not have the ownership nor the rights for voting. With private clients we do provide advice on voting if required, however with institutional clients they do it themselves, following their internal policies and ESG guildlines. 

Fixed income Corporate (non-financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          Fixed income constitute a very minor portion of our AuM and are usually added to portfolios upon specific client wishes. We do, however, advise our clients to invest in bonds of Quality companies that pass our strict selection criteria, that already covers ESG as an integral part of the research.

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

Fixed income - corporate (non-financial)


Other (1)

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

          Quality P2P Fund

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

Closing module

12.2. Additional information. [Optional]