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North East Scotland Pension Fund

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

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

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

Appointment & Selection

We ask our Managers and consultants as part of our selection and due diligence process to explain how responsible investment is incorporated into their investment strategy, and demonstrate that with examples.

We have a scoring selection process whereby by RI is an appropriated weighted factor.

 

Monitoring

For ongoing monitoring purposes our Fund considers the following:-

Includes responsible investment as a standard agenda item at performance review meetings.

Works with our Fund Managers to improve responsible investing reporting

Making use of PRI resources

Encouraging your managers to consider joining responsible investment initiatives/organisations or participate in collaborative projects with other investors

Exploring new avenues for incorporating RI information through our custodian’s data platform, which is an example of our wider aim of looking to incorporate new practices into our RI approach.

02.3. Additional information. [Optional]


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