This report shows public data only. Is this your organisation? If so, login here to view your full report.

eQ Asset Management Ltd

PRI reporting framework 2020

Export Public Responses
Pdf-img

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

Fixed income Corporate (financial) – engagement

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).

Listed equity

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Property

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
Listed equity

Listed equity - 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.

In the selection process, we interview and assess the resources available for ESG. This includes policy documentation, human resources and practical examples. We study sample reports, if available, and other ESG research material. The main goal is to understand how ESG supports the investment process in each case. We engage in development issues and explain what we expect from our managers. This part of the process is similar for PE and LE.

The appointment process is straight forward in LE, where we mainly agree on the frequency and delivery of ESG reports and proxy voting activity results. In PE, we also agree on a side letter where the GP acknowledges our status as both an UN PRI Signatory and a responsible investor, and we guarantee ESG reporting in each investment case and define acceptable investments.

Monitoring is continuous and we actively engage in dialogue, if necessary on important issues. We follow very carefully the continuity and quality of reporting. 

What comes to PE, the sustainability of investee funds is also assessed and monitored continuously with, e.g. a regular ESG inquiry sent to the investee funds and in discussions with them. In connection with each quarterly report sent to investors, eQ produces an assessment of the status of each investee fund regarding ESG performance as well as of the ESG events related to the 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

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]


Top