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SASRIA (SOC) Limited

PRI reporting framework 2017

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

Monitoring

SAM 08. Monitoring processes (listed equity/fixed income)

08.1. When monitoring managers, indicate which of the following types of responsible investment information your organisation typically reviews and evaluates from the investment manager in meetings/calls

ESG objectives linked to investment strategy

Investment restrictions and any controversial investment decisions

ESG incorporation objectives (with examples)

ESG portfolio characteristics

How ESG materiality has been evaluated by the manager in the monitored period

Information on any ESG incidents

Metrics on the real economy influence of the investments

PRI Transparency Reports

PRI Assessment Reports

Other general RI considerations in investment management agreements; specify

None of the above

LE

FI - SSA
FI - Corporate (financial)?
Infrastructure
ESG objectives linked to investment strategy
Investment restrictions and any controversial investment decisions
ESG incorporation objectives (with examples)
ESG portfolio characteristics
How ESG materiality has been evaluated by the manager in the monitored period
Information on any ESG incidents
Metrics on the real economy influence of the investments
PRI Transparency Reports
PRI Assessment Reports
Other general RI considerations in investment management agreements; specify
None of the above

If you select any 'Other' option(s), specify

Acting in accordance with our organisation's overall policy on responsible investment and ESG issues.

08.2. When monitoring external managers, does your organisation set any of the following to measure compliance/progress

ESG score

ESG weight

Real world economy targets

Other RI considerations

None of the above

LE

FI - SSA
FI - Corporate (financial)?
Infrastructure
ESG score
ESG weight
Real world economy targets
Other RI considerations
None of the above

If you select any 'Other' option(s), specify

08.3. Provide additional information relevant to your organisation's monitoring processes of external managers. [OPTIONAL]

          
        

SAM 09. Monitoring on active ownership (listed equity/fixed income)

09.1. When monitoring managers, indicate which of the following active ownership information your organisation typically reviews and evaluates from the investment manager in meetings/calls

Engagement

Report on engagements undertaken (outcomes and examples)

Account on engagement ESG impacts

Other RI considerations relating to engagement in investment management agreements; specify

None of the above

LE

FI - SSA
FI - Corporate (financial)?
Report on engagements undertaken (outcomes and examples)
Account on engagement ESG impacts
Other RI considerations relating to engagement in investment management agreements; specify
None of the above

If you select any 'Other' option(s), specify

(Proxy) voting

Report on voting undertaken (with outcomes and examples)

Report on voting decisions taken

Other RI considerations relating to (proxy) voting in investment management agreements; specify

None of the above

LE

Report on voting undertaken (with outcomes and examples)
Report on voting decisions taken
Other RI considerations relating to (proxy) voting in investment management agreements; specify
None of the above

If you select any 'Other' option(s), specify

Discuss how information gained through research for proxy voting is used in investment  decision-making.


SAM 10. Percentage of (proxy) votes

10.1. For the listed equities for which you have given your external managers a (proxy) voting mandate, indicate the approximate percentage (+/- 5%) of votes that were cast during the reporting year.

100 %

Specify the basis on which this percentage is calculated.

10.2. Additional information [OPTIONAL]

          
        

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