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Fondaction CSN

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)

Private equity

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

L'ensemble des gestionnaires en valeur externe, en fonction du type d'actif qu'ils gèrent, sont assujettis à une série de de contrôles à l'entrée et en cours d'exercice. À titre d'exemple, L'ensemble des actifs gérés par des gestionnaires externes ne contiennent aucun produits financiers en lien avec des entreprises exploitant ou possédant des réserves d'hydrocarbure. 

02.3. Additional information. [Optional]


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