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OPTrust

PRI reporting framework 2017

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

Appointment

SAM 07.1. Appointment processes (listed equity/fixed income)

07.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment


SAM 07.2-5. Appointment processes (listed equity/fixed income)

07.2. Provide an example per asset class of your benchmarks, objectives, incentives/controls and reporting requirements that would typically be included in your managers’ appointment.

Asset class

Benchmark

          MSCI World
        

Objectives

          Agreements with external traditional equity managers include a requirement to abide by OPTrust's SIP&P which includes our approach to ESG.
        

Incentives and controls

Reporting requirements

Benchmark

          Canadian Long-Term Government Bond Index
        

Objectives

          Agreements with external fixed income managers include a requirement to abide by OPTrust's SIP&P which includes our approach to ESG.
        

Incentives and controls

Reporting requirements

Benchmark

          Note: We do not have a separate benchmark for corporate FI.
        

Objectives

          Agreements with external fixed income managers include a requirement to abide by OPTrust's SIP&P which includes our approach to ESG.
        

Incentives and controls

Reporting requirements

Benchmark

          PME + 500 bps
        

Objectives

          Regular and open dialogue
        

Incentives and controls

Reporting requirements

Benchmark

          Custom real estate benchmark that combines multiple indices.
        

Objectives

          A restriction or limitation on investing in contaminated or "brownfield" sites.
        

Incentives and controls

Reporting requirements

Benchmark

          CPI + spread.
        

Objectives

          Regular and open dialogue.
        

Incentives and controls

Reporting requirements

07.3. Explain how your organisation evaluates the reporting capacity of the manager to meet your reporting requirements during the selection process

Agree upon ESG reporting requirements

Review ESG reporting processes and capacity in place

Agree processes for raising ad-hoc ESG issues

Other, specify

None of the above

LE

FI - SSA
FI - Corporate (non-financial)?
Private equity
Property
Infrastructure
Agree upon ESG reporting requirements
Review ESG reporting processes and capacity in place
Agree processes for raising ad-hoc ESG issues
Other, specify
None of the above

If you select any 'Other' option(s), specify

Have open and transparent relationship.

07.4. Explain which of these actions your organisation might take if any of the requirements are not met

07.5. Provide additional information relevant to your organisation's appointment processes of external managers. [OPTIONAL]

          Note on 7.4: Actions vary by strategy.
        

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