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SVM Asset Management Limited

PRI reporting framework 2020

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

Asset class implementation not reported in other modules

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

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - SSA

For sovereign debt analysis SVM utilises external sources such as the OECD to reflect the principles of our ESG house template into country research allowing us to integrate environmental, societal and governance concerns into the fixed income investment process. Engagement at a governmental level is seen as ineffective for a company the size of SVM and we channel any relevant issues through the engagement process we conduct with opinion formers and influencers in the corporate world and seek feedback where appropriate.

Private equity

We adopt the same approach as we do for our listed equities. This involves the completion for every investment of an ESG template which encompasses a broad range of ESG metrics. This in turn allows us to place an ESG score on each investment which reflects the risk profile of the companies involved. This allows investment managers to incorporate ESG risk or opportunity into their investment process by way of an enhanced discount factor, adjusted valuation multiple and/or portfolio weighting. Furthermore, the data and scores can be aggregated to the portfolio level to give the individual managers a top down view of their portfolio from an ESG perspective.

Hedge funds - DDQ

Select whether you have responded to the PRI Hedge Fund DDQ

Hedge funds

We adopt the same approach as we do for our listed equities. This involves the completion for every investment of an ESG template which encompasses a broad range of ESG metrics. This in turn allows us to place an ESG score on each investment which reflects the risk profile of the companies involved. This allows investment managers to incorporate ESG risk or opportunity into their investment process by way of an enhanced discount factor, adjusted valuation multiple and/or portfolio weighting. Furthermore, the data and scores can be aggregated to the portfolio level to give the individual managers a top down view of their portfolio from an ESG perspective.

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)


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