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.