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IAG & NRMA Superannuation pty Limited

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

01.5. Describe your organisation’s investment principles, and overall investment strategy, and how they consider ESG factors and real economy impact.

The Trustee believes that ESG issues can affect investment returns to varying degrees
across companies, sectors, regions and asset classes over time. The ESG Investment
Policy is directed at encouraging positive ESG behaviour where the Trustee believes such
behaviour can have a favourable effect on investment performance. The Trustee monitors
the Policy in its fiduciary capacity.

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

The Trustee's ESG Investment Policy concentrates on the equity and property investment classes, being the classes where most influence can be exerted. The Trustee considers environmental, social and governance issues in selecting and retaining investment managers and pooled investment vehicles and in deciding whether to
terminate an investment manager or realise an investment in a pooled investment vehicle. 
The Trustee does not specifically consider labour standards or ethical issues for these
purposes.
 


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Conflicts of Interest Policy covers all potential conflicts, not just investment-related conflicts.

03.3. Additional information. [Optional]

There is a policy that covers all conflicts of interest, but not a specific policy for investments.


SG 04. Identifying incidents occurring within portfolios (Private)


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