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APG Asset Management

PRI reporting framework 2017

Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Implementation not in other modules [SG 12 - 16] Innovation [SG 17]

Direct - Listed Equity Active Ownership

Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16]

Indirect - Inclusive Finance

Context [IFI 01] Contractual agreements and mandate design [IFI 03] Investment manager monitoring and reporting [IFI 04 - 05] Disclosure [IFI 06 - 07]

Export Public Responses

You are in Indirect - Inclusive Finance » Selection

Selection

IFI 02. Due diligence policies and/or procedures for the selection of external investment managers

02.1. Indicate if you have due diligence policies and/or procedures in place for the selection of external investment managers in inclusive finance that take their approach to the following responsible investment issues (PIIF Principles) into account:

Actively supporting retail providers to innovate and expand the range of financial services available to low income people (Principle 1)

Yes

Integration of client protection in investment policies and practices. (Principle 2)

Yes

Treating investees fairly with appropriate financing that meets demand, clear and balanced contracts, and fair processes for resolving disputes. (Principle 3)

Yes

The inclusion of environmental, social and corporate governance (ESG) issues in investment policies and reporting. (Principle 4)

Yes

Active promotion of transparency in all aspects. (Principle 5)

Yes

Striving for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors. (Principle 6)

Yes

Collaborating to set harmonised investor standards that support the further development of inclusive finance. (Principle 7)

Yes

02.2. Additional information. [Optional]

We did not make any new investments in inclusive finance in 2016. PIIF is presently not specifically referred to in our contractual agreements/investment mandates in our externally managed portfolio. Limited Partnership Agreements in Private Equity Funds focusing on inclusive finance have been signed prior to the establishment of PIIF. We do however track which of our investments in the inclusive finance space are managed by PIIF signatories.

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