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Achmea

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)

Describe and indicate how.

part of due dilligence process when selecting managers

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

Describe and indicate how.

part of due dilligence proces when selecting managers

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

Describe and indicate how.

part of DD proces when selecting manangers

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

Describe and indicate how.

part of DD proces when selecting managers

Active promotion of transparency in all aspects (Principle 5)

Describe and indicate how.

part of DD proces when selecting managers

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

Describe and indicate how.

part of DD proces when selecting managers

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

Describe and indicate how.

part of DD proces when selecting managers

03.2. Additional information. [Optional]


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