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World Bank Group Retirement Benefit Plans

PRI reporting framework 2017

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

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)
Fixed income - Securitised

Private equity

Property

Infrastructure

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

We have a dedicated ESG DDQ based on the PRI template. We use this DDQ as part of the general due diligence process for the selection of external managers. We also have a score card and rating system to further assist in better understanding the conclusions of the due diligence on ESG.  Responsible investment considerations in manager appointment relate mostly to good governance aspects, and proxy voting policy in the case of listed equity.  Monitoring at this point is also dealing mostly with governance factors.

02.3. Additional information. [Optional]

Governance factors are regularly reviewed and considered throughout all stages, particularly during selection and monitoring. Additionally, we undertake conversations with managers on an ad-hoc basis as well as at annual meetings and other instances.  For listed equity, we continuously monitor ESG metrics, particularly through data provided by Bloomberg. 


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