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eQ Asset Management Ltd

PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Monitoring

Monitoring

SAM 05. Monitoring processes (listed equity/fixed income)

05.1. When monitoring managers, indicate which of the following types of responsible investment information your organisation typically reviews and evaluates

ESG objectives linked to investment strategy (with examples)

Evidence on how the ESG incorporation strategy(ies) affected the investment decisions and financial / ESG performance of the portfolio/fund

Compliance with investment restrictions and any controversial investment decisions

ESG portfolio characteristics

How ESG materiality has been evaluated by the manager in the monitored period

Information on any ESG incidents

Metrics on the real economy influence of the investments

PRI Transparency Reports

PRI Assessment Reports

RI-promotion and engagement with the industry to enhance RI implementation

Changes to the oversight and responsibilities of ESG implementation

Other general RI considerations in investment management agreements; specify

None of the above

Private equity
ESG objectives linked to investment strategy (with examples)
Evidence on how the ESG incorporation strategy(ies) affected the investment decisions and financial / ESG performance of the portfolio/fund
Compliance with investment restrictions and any controversial investment decisions
ESG portfolio characteristics
How ESG materiality has been evaluated by the manager in the monitored period
Information on any ESG incidents
Metrics on the real economy influence of the investments
PRI Transparency Reports
PRI Assessment Reports
RI-promotion and engagement with the industry to enhance RI implementation
Changes to the oversight and responsibilities of ESG implementation
Other general RI considerations in investment management agreements; specify
None of the above

05.2. When monitoring external managers, does your organisation set any of the following to measure compliance/progress

ESG score or assessment

ESG weight

ESG performance minimum threshold

Real world economy targets

Other RI considerations

None of the above

Private equity
ESG score
ESG weight
ESG performance minimum threshold
Real world economy targets
Other RI considerations
None of the above

05.3. Provide additional information relevant to your organisation`s monitoring processes of external managers. [OPTIONAL]

          eQ Private Equity continuously monitors investee funds and actively promotes the development of ESG performance within investee funds. Monitoring is based on investee funds’ quarterly reporting, meetings with the managers of the investee funds, annual general meetings and advisory board discussions as well as eQ’s own annual ESG query.  

eQ Private Equity expects reporting on the development of ESG performance and potential ESG incidents in portfolio companies. Any deviations of agreed reporting or any other matters that are in conflict with DD findings and expectations, will be discussed and relevant actions implemented.

eQ Private Equity provides regular ESG reporting to its clients. Annual ESG report to our clients is based on eQ’s annual ESG query to investee funds. Quarterly reports incorporate any significant ESG related events and provides a detailed summary of the investee funds’ current ESG performance and development as well as how they benchmark. Reporting also gives us a tool to influence our investments.
        

SAM 06. Monitoring on active ownership (listed equity/fixed income) (Not Applicable)


SAM 07. Percentage of (proxy) votes (Not Applicable)


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