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Keva

PRI reporting framework 2017

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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

          Mainstream index products
        

Objectives

Incentives and controls

Reporting requirements

Benchmark

          Mainstream index products
        

Objectives

Incentives and controls

Reporting requirements

Benchmark

          Mainstream index products
        

Objectives

Incentives and controls

Reporting requirements

Benchmark

          Mainstream index products
        

Objectives

Incentives and controls

Reporting requirements

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]

          The benchmarks we set are usually standard market capitalisation based indexes and the objectives are related to outperforming the benchmark.
        

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