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APG Asset Management

PRI reporting framework 2017

You are in Indirect - Inclusive Finance » Contractual agreements and mandate design

Contractual agreements and mandate design

IFI 03. Including issues referred to in the PIIF

03.1. When agreeing contracts and designing mandates with investment managers, in the process, indicate if you consider including the following issues referred to in the PIIF:

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

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

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

The inclusion of ESG issues in investment policies and reporting (Principle 4)

Active promotion of transparency in all aspects (Principle 5)

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

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

03.2. Additional information. [Optional]

We do not refer to standards in our current contractual agreements/investment mandates in our externally managed portfolio. Depending on the type of investment, APG may include specific ESG-related provisions in the legal documentation concerning that investment. Limited Partnership Agreements in Private Equity Funds focusing on inclusive finance have been signed prior to the establishment of PIIF.