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World Bank Group Retirement Benefit Plans

PRI reporting framework 2017

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 03. Breakdown by passive, quantitative, fundamental and other active strategies (Private)


SAM 04. ESG incorporation strategies

04.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf:

Active investment strategies

Active investment strategies

Listed Equity
FI - SSA
FI - Corporate (financial)?
FI - Corporate (non-financial)?
FI - Securitised?

Screening

Thematic
Integration
None of the above

Passive investment strategies

Passive investment strategies
Listed Equity

Screening

Thematic
Integration
None of the above

04.2. Explain how you integrate ESG factors in the selection, appointment and monitoring of your passive funds

We require managers to complete the ESG DDQ at the selection stage. We evaluate the answers and the information provided, and in conjunction with the broader insights collected through the general due diligence process, a score and rating are assigned to each prospective manager.

04.3. Additional information. [Optional]

Our investment approach encompasses an informed consideration of ESG risks and opportunities underlying the Plan’s investments, where such issues are material and relevant. This is an integral part of the manager selection process and thus, we encourage our managers to promote meaningful ESG integration across their investment processes. We require our managers to vote in accordance with their proxy voting policies. Should such consistency not be observed, managers are required to report on this and explain why deviating from their voting policy was in the best interest of the Plan and its beneficiaries.


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