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Pegaso - Fondo pensione complementare

PRI reporting framework 2017

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.

01.2. Indicate how your organisation uses investment consultants in the selection, appointment and/or monitoring of external managers.

Asset class

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

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

Responsible investment considerations are included in the process in several ways:

- selection and appointment: adoption and adequacy of ESG policies are one of the components of the global score assigned to each asset manager under selection. Being a UN PRI Signatory is given an higher score. All ESG issues weight approximately 5% of the total score;

- monitoring: we give a better evaluation to managers assisting us in RI. We ask managers to:

* give us an ESG evaluation of the issuers in portfolio;

* make proposals of engagement with certain companies;

+ assist us with ideas of vote and in the proxy voting procedures

02.3. Additional information. [Optional]