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Keva

PRI reporting framework 2017

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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)?
Private equity
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

We do not review the above mentioned systematically for every manager, but they come across in our discussions. In a typical call / meeting we have with our managers we go through stock or bond examples from their portfolios, and these often have an ESG angle. In general, we do not have a formal review agenda in place for calls / metings with our managers. In Private Equity we discuss ESG aspects annually with our managers, but there is no set framework for the dicussion, as the investment types cover a wide range.

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)?
Private equity
ESG score
ESG weight
Real world economy targets
Other RI considerations
None of the above

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

Our monitoring process is qualitative and we do not set scores/weights to any factors considered.

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

LE

FI - SSA
FI - Corporate (financial)?
FI - Corporate (non-financial)?
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


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


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