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Ircantec

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.

01.4. Indicate if your organisation considers responsible investment in the monitoring processes for fiduciary managers.

01.5. Indicate whether your organisation considers any of the following responsible investment factors in the monitoring of fiduciary managers

01.6. Describe the approach you take to monitoring your fiduciary managers and the reason(s) for this approach [Optional].

A "Planning and Management Agreement" between our organisation and our fiduciary manager constitutes the framework of our relationship. Annual reporting regarding the PMA's objectives is submitted by our fiduciary manager.

On a more regular basis, our fiduciary reports on its management (including a specific focus on RI subjects) within the context of our Financial and Technical Steering Committees.

 

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)

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.

Each asset manager is selected through public RFPs. There own corporate social responsibility and there abilty to take into account ESG factors in the investment process are considered as prerequisites. Asset managers are required by contract to follow Ircantec's SRI charter when investing and to report regularly on ESG criteria for the portfolio they manage. The ESG quality of each of the portfolios is also assessed by an external consultant (Vigeo-Eiris), and discussed during the investment committees.

02.3. Additional information. [Optional]


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