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ACTIAM

PRI reporting framework 2017

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Organisational Overview
Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16] Innovation [SG 17]
Indirect – Manager Selection, Appointment and Monitoring
Overview [SAM 01 - 02] Listed Equity and Fixed Income Strategies [SAM 03 - 04] Selection [SAM 05 - 06] Appointment [SAM 07.1 - 07.2-5] Monitoring [SAM 08 - 10] Outputs and outcomes [SAM 11 - 12] Communication [SAM 13]
Direct - Listed Equity Incorporation
Overview [LEI 01 - 02] ESG incorporation in actively managed listed equities [LEI 03 - 12] Implementation processes [LEI 03 - 12] (A) Implementation: Screening [LEI 06 - 08] (B) Implementation: Thematic [LEI 09] (C) Implementation: Integration of ESG issues [LEI 10 - 12] ESG incorporation in passively managed listed equities [LEI 13] Outputs and outcomes [LEI 14 - 16] Communication [LEI 17]
Direct - Listed Equity Active Ownership
Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] Process for engagements conducted with/on your behalf by service providers [LEA 07 - 08] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16] (Proxy) voting and shareholder resolutions [LEA 17 - 27] Overview [LEA 17] Process [LEA 18 - 22] Outputs and outcomes [LEA 23 - 26] Communication [LEA 27]
Direct - Fixed Income
Overview [FI 01 - 03] ESG incorporation in actively managed fixed income [FI 04 - 16] Implementation processes [FI 04 - 06] (A) Implementation: Screening [FI 07 - 10] (B) Implementation: Thematic [FI 11 - 13] (C) Implementation: Integration [FI 14 - 16] ESG incorporation in passively managed fixed income [FI 17] Fixed income - Engagement [FI 18 - 20] Outputs and outcomes [FI 21 - 22] Communication [FI 23]
Direct - Inclusive Finance
Context [IFD 01 - 06] PIIF Principle 1: Range of services [IFD 07 - 10] PIIF Principle 2: Client protection [IFD 11 - 13] PIIF Principle 3: Fair treatment [IFD 14 - 17] PIIF Principle 4: Responsible investment [IFD 18 - 24] PIIF Principle 5: Transparency [IFD 25 - 27] PIIF Principle 6: Balanced returns [IFD 28 - 31] PIIF Principle 7: Standards [IFD 32 - 34]
Export Public Responses
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You are in Direct - Inclusive Finance » PIIF Principle 5: Transparency

PIIF Principle 5: Transparency

IFD 25. How mission and investment objectives are communicated to stakeholders

Possible action:

Fully disclose policies, criteria and related conditions of products and services to investees and other relevant stakeholders.

25.1. Indicate how your mission and investment objectives communicated to stakeholders (e.g. investees, investors).

Provide a URL http://www.actiam.nl/en/impact-investing/

25.2. Additional information.

We have a website that explains our mission and investment objectives publicly: http://www.actiam.nl/en/impact-investing/. In addition, for each fund we formulate more detailed investment objectives which are included in the relevant Investment Memorandum of the funds.

IFD 26. Investors and/or the public provided with information aligned with industry standards

Possible action:

Fully disclose policies, criteria and related conditions of products and services to investees and other relevant stakeholders.

26.1. Other than the PRI/PIIF, indicate if you provide your investors and/or the public with information aligned with industry standards.

26.2. Do you provide information aligned with:

26.3. Additional information. [Optional]

The following website highlights the 39 IRIS indicators that are included in our non-financial scorecard: https://iris.thegiin.org/users/profile/actiam-impact-investing/

IFD 27. Transparency of pricing, terms and conditions among investees

Possible action:

Ensure that investees adequately disclose the pricing, terms and conditions of financial products and services offered, and that the pricing, terms and conditions are understood by clients.

27.1. Indicate if you encourage the retail institutions in which you invest to ensure that the following are transparent and fully explained to their clients (i.e. those seeking financial services from them) in a form they can understand.

Pricing

27.2. Indicate how you ensure this for pricing and provide examples.

This topic is included in the due diligence (non-financial scorecard) process and the loan agreement also includes a specific clause on transparency: "MFIs should in order to provide full transparency adopt policies and procedures to disclose to its clients the total cost (including all fees, commissions, insurance premiums and other costs)".

Other terms and conditions

27.3. Indicate how you ensure this for other terms/conditions and provide examples.

This topic is included in the due diligence (non-financial scorecard) process and the loan agreement also includes a specific clause on transparency: "MFIs should in order to provide full transparency adopt policies and procedures to disclose to its clients the total cost (including all fees, commissions, insurance premiums and other costs)."

27.4. Additional information. [Optional]

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