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World Bank Group Retirement Benefit Plans

PRI reporting framework 2017

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

          Russell 3000 / MSCI x US / MSCI EM Free
        

Objectives

          We require our managers to vote in accordance with their proxy voting policy, and report when doing otherwise with an explanation on why doing so was in the best interest of the Plan and its beneficiaries.
        

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

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

As a matter of standard practice, we encourage managers to report on ESG material factors.

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

          Take active steps to ensure compliance.
        

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

          Mandatory provisions with regards to reporting material ESG incidents under consideration in 2017.
        

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