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Elo Mutual Pension Insurance Company

PRI reporting framework 2017

Export Public Responses

You are in Indirect – Manager Selection, Appointment and Monitoring » 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.

01.7. 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)
Fixed income - Corporate (non-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.

Fixed income credit, equity and PE: Our DD questionnaire includes a section devoted to ESG issues. We ask the fund manager to provide wide range of information on their stance towards ESG issues, ie. do they have a written policy on responsible investing or ESG- issues, is it integrated to their processes, whether they have an engagement policy, are they reporting ESG related risks / opportunities to their investors and so on. Also, we interview fund managers on ESG- practices and integration. In addition we analyze underlying holdings of each fund, and if we find controversies related to specific companies, we will discuss them with the manager.

We don't have any segregated mandates for external funds and therefore only rational phases for RI- considerations are selection and monitoring and not appointment. RI- considerations in appointment would only be possible for segregated mandates where an investor has a right to include additional requirements e.g. for ESG.

02.3. Additional information. [Optional]