PRI Reports: Excellence in sustainable investments

Quoniam achieves top scores in the PRI Assessment Report

In the annual assessment report of the UN Principles for Responsible Investment, Quoniam again achieved results above the median in all reported asset classes.

Quoniam has been a signatory of the Principles for Responsible Investment (PRI) supported by the United Nations since 2012. These principles are recognised worldwide as the standard for responsible investment in the asset management industry.

Comprehensive approach to embedding responsible investment

In all asset classes we report on, we mainly scored above the median in the PRI’s current assessment report. Quoniam has thus once again succeeded in achieving an excellent, consistent and well above-average result, despite the challenges. We were able to consolidate our excellent position in sustainable investing.

The categories assessed by PRI have changed again compared to the previous year, which limits comparability with the previous year’s results.

The scoring thresholds define at which percentage boundary a grade is allocated:

  • Do not do ESG or scored 0 ≤ 25 % = 1 star
  • 25 ≤ 40 % = 2 stars
  • 40 ≤ 65 % = 3 stars
  • 65 ≤ 90 % = 4 stars
  • 90 ≤ 100 % = 5 stars
ModuleScore
Policy Governance & Strategy4 Stars (Median: 3 Stars)
Direct – Listed EQ – Active quantitative4 Stars (Median: 3 Stars)
Direct – Fixed Income – SSA4 Stars (Median: 3 Stars)
Direct – Fixed Income – Corporate4 Stars (Median: 3 Stars)
Confidence building measures 4 Stars (Median: 4 Stars)
Source: www.unpri.org

The assessment took into account Quoniam’s policies, objectives and actions. The criteria are based on the PRI, which inter alia include the voluntary commitment to integrate ESG criteria into the investment process. The evaluation is based on the self-assessment of the signatories of the PRI (www.unpri.org) and an evaluation methodology defined by the PRI. The PRI Assessment Report 2023 and the above mentioned results refer to the reporting period as at 31.12.2022.