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SASRIA (SOC) Limited

PRI reporting framework 2017

You are in Indirect – Manager Selection, Appointment and Monitoring » Overview

Overview

SAM 01. Role of investment consultants/fiduciary managers

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate whether your organisation uses investment consultants and/or fiduciary managers.

01.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

Asset class

Asset class

01.3. Indicate if your organisation considers responsible investment in the selection, appointment and/or review processes for investment consultants.

01.7. Additional information [Optional].


SAM 02. RI factors in selection, appointment and monitoring across asset classes

02.1. Indicate for which of the following externally managed asset classes your organisation, and/or your investment consultants, consider responsible investment factors in investment manager: (a) Selection, (b) Appointment (investment management agreements/contracts), and (c) Monitoring

Select all that apply

Asset classes

(a) Selection

(b) Appointment

(c) Monitoring

Listed equity

Fixed income - SSA
Fixed income - Corporate (financial)

Infrastructure

02.2. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

Appointment and selection

- Investment managers will only be appointed if they are signatories to the PRI.

- Sasria also gives preference to managers who themselves have made significant progress in transforming their own staff demographics to that of the country.

Monitioring

- Investment managers are requested to provide feedback on their approach to PRI and incorporation of ESG into their investment decisions made on our behalf.

- Asset consultants are requested to review asset managers and provide ESG performance assessment reports. Manangement will engage with the respective asset managers to address the report.

- Annual due diligence reviews are performed on Asset Managers which incorporate the inclusion of ESG into the investment process, management meets with the respective ESG specialists during these reviews to gain update on the portfolio, the underlining instruments and the incorporation of ESG factors.

-On a quarterly basis, reports are submitted to the investment committee for review and consideration.

- Annually reported in the intergrated financial reports.

02.3. Additional information. [Optional]


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