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Keva

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

LE

FI - SSA
FI - Corporate (financial)
FI - Corporate (non-financial)
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

LE

FI - SSA
FI - Corporate (financial)
FI - Corporate (non-financial)
Private equity
ESG score
ESG weight
ESG performance minimum threshold
Real world economy targets
Other RI considerations
None of the above

If you select any `Other` option(s), specify

External FI Investments & External Equity Investments:

The monitoring entails a) a regular dialogue with the asset managers, b) an annual ESG survey, c) ESG analysis and d) quarterly reporting on the managers' engagement and active ownership activities. In addition, an annual ESG survey is sent out to all external equity and fixed income asset managers focusing on our asset managers’ deliberate and goal-oriented influence on their portfolio companies - either through voting or engagement practices - in the pursuit of long-term value creation. Additional information below in SAM5.3 

Private Equity Investments: There is an ongoing dialogue with all of our managers, information through reporting and annual meetings. Keva takes a seat on the Limited Partners Advisory Board in many of our investments where conflicts of issues are solved and there is a good possibility for encouraging more ESG and PRI initiavitives.

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

          External FI Investments &
External Equity Investments: 
The monitoring of the external asset managers / underlying securities in their portfolio entails a) a regular dialogue with the asset managers, b) an annual ESG survey, c) ESG analysis and d) quarterly reporting on the managers' engagement and active ownership activities. The portfolio managers regularly address RI in their dialogue with the asset managers. ESG-related topics are intertwined with our managers focus on deep, fundamental-based investment analysis.  
In addition, an annual ESG survey is sent out to all external equity and fixed income asset managers in the portfolio.For the past two years, the survey has focused on our asset managers’ deliberate and goal-oriented influence on their portfolio companies - either through voting or engagement practices - in the pursuit of long-term value creation. 
ESG analysis is a work-in progress and is currently able to cover external equity investments. Responsibility indicators can be used for top-level portfolio analysis, relative analysis for sub-groups (such as comparisons with a geographic dimension) as well as for examining individual investments in absolute terms.
        

SAM 06. Monitoring on active ownership (listed equity/fixed income)

06.1. When monitoring managers, indicate which of the following active ownership information your organisation typically reviews and evaluates from the investment manager in meetings/calls

(Proxy) voting

Report on voting undertaken (with outcomes and examples)

Report on rational of voting decisions taken

Adherence with the agreed upon voting policy

Other RI considerations relating to (proxy) voting in investment management agreements; specify

None of the above

LE

Report on voting undertaken (with outcomes and examples)
Report on voting decisions taken
Adherence with the agreed upon voting policy
Other RI considerations relating to (proxy) voting in investment management agreements; specify
None of the above

SAM 07. Percentage of (proxy) votes

07.1. For the listed equities for which you have given your external managers a (proxy) voting mandate, indicate the approximate percentage (+/- 5%) of votes that were cast during the reporting year.

95 %

Specify the basis on which this percentage is calculated.

07.3. Additional information [OPTIONAL]

          
        

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