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Sustainable Value Investors

Service Providers Framework 2019

You are in Active Ownership Services » Active ownership services

Active ownership services

AOS 01. Engagement and/or voting offerings

01.1. Indicate which active ownership services are part of your business offerings. Tick all that apply.

01.2. Indicate which markets your organisation covers.

01.3. Additional information [OPTIONAL]


AOS 02. Acquiring ESG data and information

02.1. Indicate where you acquire your ESG data and information.

02.2. Describe how this information is used in your product/service offerings.

          The pieces of information collected are evaluated according to our methodology. Materiality of the factors as well as long-term financial impact are assessed, also taking into consideration the broader picture of business activities, governance structure, past events and track record to address issues and compensation, presence of a sustainability function, etc.

02.3. Additional information [OPTIONAL]


AOS 03. Identifying emerging ESG issues

03.1. Indicate whether you identify emerging ESG issues.

03.2. Describe how you identify emerging ESG issues.

          We identify emerging ESG issues by portfolio monitoring on behalf of clients, through research, further analysis and press monitoring. We also monitor NGOs reports and we speak to investors to address their emerging concerns.

03.3. Describe some of the emerging ESG issues you have identified in this process.

          We have identified emerging issues such as artificial Intelligence, micro-plastic in the Oceans, forest protection, H&S in the textile printing industry and its supply chain, NPL and bank governance

03.4. Additional information [OPTIONAL]