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Christian Super

PRI reporting framework 2017

You are in Indirect - Inclusive Finance » Contractual agreements and mandate design

Contractual agreements and mandate design

IFI 03. Including issues referred to in the PIIF

03.1. When agreeing contracts and designing mandates with investment managers, in the process, indicate if you consider including the following issues referred to in the PIIF:

Actively supporting retail providers to innovate and expand the range of financial services to low-income people (Principle 1)

Describe and indicate how.

Covered in due diligence documentation - in particular Information Memorandum review and discussions with managers.

Integration of client protection in investment policies and practices (Principle 2)

Describe and indicate how.

Covered in due diligence documentation - in particular Information Memorandum review and discussions with managers.

Treating investees fairly with appropriate financing needs that meets demand, clear and balanced contracts and fair processes for resolving disputes (Principle 3)

The inclusion of ESG issues in investment policies and reporting (Principle 4)

Describe and indicate how.

Covered in due diligence documentation - in particular Information Memorandum review and discussions with managers. Compared against an internal ESG policy.

Active promotion of transparency in all aspects (Principle 5)

Striving for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors (Principle 6)

Describe and indicate how.

Covered in due diligence documentation - in particular Information Memorandum review and discussions with managers.

Collaborating to set harmonised investor standards that support the further development of inclusive finance (Principle 7)

03.2. Additional information. [Optional]


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