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Fortius Fund Management

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

Listed equities – ESG incorporation

We have a dedicated section within our research when we assess investment prospects for each listed equity. These are periodically reviewed on a quarterly / semi annual basis as we find that ESG factors continue to play an increasing role in equity markets. Our experience is that companies employing stronger ESG principles overall, will outperform companies with weaker ESG principles. As a result we incorporate the analysis of these factors – social, environmental and corporate governance -  in our investment process. The output from this analysis effectively translates into a score which contributes to an overall investment rating for each listed equity.

Listed equity - (proxy) voting

We typically vote on all events which have a tangible effect on the performance of an investment.  As a result typically all ESG events are voted on.  

16.2. Additional information [Optional].


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


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