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Pensionfund Metalektro (PME)

PRI reporting framework 2017

Export Public Responses

You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

Appointment

SAM 07.1. Appointment processes (listed equity/fixed income)

07.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment


SAM 07.2-5. Appointment processes (listed equity/fixed income)

07.2. Provide an example per asset class of your benchmarks, objectives, incentives/controls and reporting requirements that would typically be included in your managers’ appointment.

Asset class

Benchmark

          MSCI/Russell benchmarks customized by ESG-criteria
        

Objectives

          ESG should be integrated in process of all external managers, of which our fiduciary managers requires proof in the engagements with our external managers
        

Incentives and controls

Reporting requirements

Benchmark

          Benchmark which is customized due to exclusion list from PME
        

Objectives

          as UNPRI signatories we require, formally via the IMA, that the managers integrate ESG factors in their investment process. We manage and monitor this as described in 02.2.
        

Incentives and controls

Reporting requirements

07.3. Explain how your organisation evaluates the reporting capacity of the manager to meet your reporting requirements during the selection process

Agree upon ESG reporting requirements

Review ESG reporting processes and capacity in place

Agree processes for raising ad-hoc ESG issues

Other, specify

None of the above

LE

FI - SSA
FI - Corporate (financial)?
FI - Corporate (non-financial)?
FI - Securitised?
Private equity
Property
Infrastructure
Agree upon ESG reporting requirements
Review ESG reporting processes and capacity in place
Agree processes for raising ad-hoc ESG issues
Other, specify
None of the above

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

07.4. Explain which of these actions your organisation might take if any of the requirements are not met

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

          
        

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