Transparency

View our responsible investment governance structures, our policies, and our reporting

 

Governance

Sparinvest’s Responsible Investment Committee drives the development and implementation of responsible investment strategy and practice at Sparinvest. The committee includes representatives from each major asset class managed by Sparinvest, and from our distribution team. It is chaired by our dedicated Head of Responsible Investment. The committee reports to both the Board of Directors and to the Investment Committee. Further details of our governance mechanisms, including our organisation chart, and may be found in our Responsible Investment Policy.

Responsible Investment Policies

Reporting

We provide investors with regular updates on RI topics in our regular RI Review. The first review of each year provides an overview of the previous year’s voting and engagement work. We also offer ESG reporting for certain funds. Our carbon reporting, and our annual PRI Assessment and Transparency reports, also follow below.

ESG-reporting

Responsible investment review

Responsible investment update

Responsible investment report - Ethical High Yield Value Bonds - Q3 2020 27.10.2020
 
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Responsible investment report - Ethical High Yield Value Bonds - Q2 2020 10.08.2020
 
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Responsible investment report - Ethical High Yield Value Bonds - Q1 2020 22.04.2020
 
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Responsible investment report - Ethical High Yield Value Bonds - Q4 2019 20.01.2020
 
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Responsible investment report - Ethical High Yield Value Bonds - Q3 2019 23.10.2019
 
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Responsible investment report - Ethical High Yield Value Bonds - Q2 2019 29.08.2019
 
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Responsible investment report - Ethical High Yield Value Bonds - Q1 2019 17.04.2019
 
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Responsible investment report - Ethical High Yield Value Bonds - Q4 2018 14.01.2019
 
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Responsible investment report - Ethical High Yield Value Bonds - Q3 2018 30.10.2018
 
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Responsible investment report - Ethical High Yield Value Bonds - Q2 2018 04.07.2018
 
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Responsible investment report - Ethical High Yield Value Bonds - Q1 2018 12.04.2018
 
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Responsible investment report - Ethical High Yield Value Bonds - Q4 2017 12.01.2018
 
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Responsible investment report - Ethical High Yield Value Bonds - Q3 2017 19.10.2017
 
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Responsible investment report - Ethical High Yield Value Bonds - Q2 2017 01.03.2017
 
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Responsible investment report - Ethical High Yield Value Bonds - Q1 2017 01.01.2017
 
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Responsible investment report - Corporate Value Bonds / Ethical High Yield Value Bonds - Q4 2016 01.09.2016
 
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Responsible investment report - Corporate Value Bonds / Ethical High Yield Value Bonds - Q3 2016 01.06.2016
 
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PRI Transparency and Assessment reports