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eQ Asset Management Ltd

PRI reporting framework 2020

Organisational Overview

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] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Innovation [SG 18] Communication [SG 19]

Indirect – Manager Selection, Appointment and Monitoring

Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]

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]

Direct - Property

Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]

Confidence building measures

Confidence building measures [CM1 01 - 07]

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You are in Strategy and Governance » Asset class implementation not reported in other modules

他のモジュールで報告されていない資産クラスの実施

SG 16. ESG issues for internally managed assets not reported in framework

組織内で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス	実施しているプロセスおよび達成した成果または結果
債券 - 社債（金融）	Our integrated ESG process is in place for all fixed income assets managed internally. We focus on transparency of envrionmental and social reporting and CO2 footprint. Also in 2019 we emphasized these areas as part of our wider ESG reporting initiative. It included wide engagement with issuers and a dialogue to enhance transparency long term. We also engage regularly, when needed on bond holders structuring cases. Our process in fixed income follows the same principles we have in all our mutual fund ESG work. Regular ESG reports regarding eQ fixed income funds are available on eQ's web page.
債券 - 社債（非金融）	Our integrated ESG process is in place for all fixed income assets managed internally. We focus on transparency of envrionmental and social reporting and CO2 footprint. Also in 2019 we emphasized these areas as part of our wider ESG reporting initiative. It included wide engagement with issuers and a dialogue to enhance transparency long term. We also engage regularly, when needed on bond holders structuring cases. Our process in fixed income follows the same principles we have in all our mutual fund ESG work. Regular ESG reports regarding eQ fixed income funds are available on eQ's web page.

16.2. 補足情報 [任意]

SG 17. ESG issues for externally managed assets not reported in framework

17.1. 組織外で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス	実施しているプロセスおよび達成した成果または結果
上場株式 – ESGの組み入れ	All our external manager candidates are assessed on ESG integration, their resources and reporting availability are core selection factors. We have good reporting and dialogues in place.
上場株式 – エンゲージメント	We ask external managers to engage actively and when necessary, and include this in their quarterly reporting.
上場株式 – （委任状による）議決権行使	We ask external managers to vote actively, report and justify their decisions.

17.2. 補足情報 [任意]

Our integrated approach covers all asset classes, including external managers. External managers are mostly used in our PE fund of funds business.

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