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SASRIA (SOC) Limited

PRI reporting framework 2017

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 03. Breakdown by passive, quantitative, fundamental and other active strategies

03.1. Provide a breakdown of your externally managed listed equities and fixed income by passive, active quant and, active fundamental and other active strategies.

Listed equity (LE)
75 Passive
0 Active - quantitative (quant)
25 Active - fundamental and active - other
100%
Fixed income - SSA
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%
Fixed income - Corporate (financial)
0 Passive
0 Active - quantitative (quant)
100 Active - fundamental and active - other
100%

03.2. Additional information [Optional].

Each asset manager is expected to pursue its own security selection strategies in line with its investment philosophy and processes which incorporate the intergration of ESG as set out in their respective investment mandates and Sasria's investment policy.

 


SAM 04. ESG incorporation strategies

04.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf:

Active investment strategies

Active investment strategies

Listed Equity
FI - SSA
FI - Corporate (financial)?

Screening

Thematic
Integration
None of the above

Passive investment strategies

Passive investment strategies
Listed Equity

Screening

Thematic
Integration
None of the above

04.2. Explain how you integrate ESG factors in the selection, appointment and monitoring of your passive funds

The asset managers intergrate ESG factors in their investment processes through a dedicated ESG team which incorporates ESG analysts who provide guidance and valuable input to portfolio managers for the selection criteria. This is incorporated through the weighting of individual counterparts relative to the benchmark.

Asset managers engage with the client on ESG considerations during performance reporting which allows for monitoring of the investment portfolio by the client. Furthermore our asset consultant performs a benchmarking exercise on the individual asset managers and their portfolios which allows Sasria to monitor their approach and engage if necessary. In terms of Sasria investment policy, only asset managers who are signatories of the PRI may be appointed to manage funds on our behalf. If these managers deviate from their mandate guidelines appropriate action will be taken immediately.

Furthermore through principle two, ESG factors are incorporated into the proxy voting decisions, these are monitored on a regular basis and reported to the investment committee.

04.3. Additional information. [Optional]


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