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Pensionfund Metalektro (PME)

PRI reporting framework 2017

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Organisational Overview
Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]
Strategy and Governance
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]
Indirect – Manager Selection, Appointment and Monitoring
Overview [SAM 01 - 02] Listed Equity and Fixed Income Strategies [SAM 03 - 04] Selection [SAM 05 - 06] Appointment [SAM 07.1 - 07.2-5] Monitoring [SAM 08 - 10] Outputs and outcomes [SAM 11 - 12] Communication [SAM 13]
Direct - Listed Equity Incorporation
Overview [LEI 01 - 02] ESG incorporation in actively managed listed equities [LEI 03 - 12] Implementation processes [LEI 03 - 12] (A) Implementation: Screening [LEI 06 - 08] (C) Implementation: Integration of ESG issues [LEI 10 - 12] ESG incorporation in passively managed listed equities [LEI 13] Outputs and outcomes [LEI 14 - 16] Communication [LEI 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] (Proxy) voting and shareholder resolutions [LEA 17 - 27] Overview [LEA 17] Process [LEA 18 - 22] Outputs and outcomes [LEA 23 - 26] Communication [LEA 27]
Direct - Fixed Income
Overview [FI 01 - 03] ESG incorporation in actively managed fixed income [FI 04 - 16] Implementation processes [FI 04 - 06] (A) Implementation: Screening [FI 07 - 10] (B) Implementation: Thematic [FI 11 - 13] (C) Implementation: Integration [FI 14 - 16] ESG incorporation in passively managed fixed income [FI 17] Fixed income - Engagement [FI 18 - 20] Outputs and outcomes [FI 21 - 22] Communication [FI 23]
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You are in Indirect – Manager Selection, Appointment and Monitoring » Monitoring

Monitoring

SAM 08. Monitoring processes (listed equity/fixed income)

08.1. When monitoring managers, indicate which of the following types of responsible investment information your organisation typically reviews and evaluates from the investment manager in meetings/calls

ESG objectives linked to investment strategy

Investment restrictions and any controversial investment decisions

ESG incorporation objectives (with examples)

ESG portfolio characteristics

How ESG materiality has been evaluated by the manager in the monitored period

Information on any ESG incidents

Metrics on the real economy influence of the investments

PRI Transparency Reports

PRI Assessment Reports

Other general RI considerations in investment management agreements; specify

None of the above

LE
FI - SSA
FI - Corporate (financial)?
FI - Corporate (non-financial)?
FI - Securitised?
Private equity
Property
Infrastructure
ESG objectives linked to investment strategy
Investment restrictions and any controversial investment decisions
ESG incorporation objectives (with examples)
ESG portfolio characteristics
How ESG materiality has been evaluated by the manager in the monitored period
Information on any ESG incidents
Metrics on the real economy influence of the investments
PRI Transparency Reports
PRI Assessment Reports
Other general RI considerations in investment management agreements; specify
None of the above

If you select any 'Other' option(s), specify

08.2. When monitoring external managers, does your organisation set any of the following to measure compliance/progress

ESG score

ESG weight

Real world economy targets

Other RI considerations

None of the above

LE
FI - SSA
FI - Corporate (financial)?
FI - Corporate (non-financial)?
FI - Securitised?
Private equity
Property
Infrastructure
ESG score
ESG weight
Real world economy targets
Other RI considerations
None of the above

If you select any 'Other' option(s), specify

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

SAM 09. Monitoring on active ownership (listed equity/fixed income)

09.1. When monitoring managers, indicate which of the following active ownership information your organisation typically reviews and evaluates from the investment manager in meetings/calls

Engagement

Report on engagements undertaken (outcomes and examples)

Account on engagement ESG impacts

Other RI considerations relating to engagement in investment management agreements; specify

None of the above

FI - SSA
FI - Corporate (financial)?
FI - Corporate (non-financial)?
FI - Securitised?
Report on engagements undertaken (outcomes and examples)
Account on engagement ESG impacts
Other RI considerations relating to engagement in investment management agreements; specify
None of the above

If you select any 'Other' option(s), specify

proxy voting and engagement are performed by MN on behalf of PME and not allowed by the external managers. In this process, MN does address the topics indicated above. See for more the module Active Ownership (LEA)

SAM 10. Percentage of (proxy) votes (Not Applicable)

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