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Achmea

PRI reporting framework 2017

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

Overview

SAM 01. Role of investment consultants/fiduciary managers

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate whether your organisation uses investment consultants and/or fiduciary managers.

01.7. Additional information [Optional].


SAM 02. RI factors in selection, appointment and monitoring across asset classes

02.1. Indicate for which of the following externally managed asset classes your organisation, and/or your investment consultants, consider responsible investment factors in investment manager: (a) Selection, (b) Appointment (investment management agreements/contracts), and (c) Monitoring

Select all that apply

Asset classes

(a) Selection

(b) Appointment

(c) Monitoring

Listed equity

Fixed income - SSA
Fixed income - Corporate (financial)
Fixed income - Corporate (non-financial)

Property

02.2. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

When selecting external managers we score managers on five criteria. In three of the five criteria ESG considerations are included: 1. ESG integration in the organization, 2. ESG integration in the investment process and 3. the remuneration policy. Managers are scored based on their qualifications on these three ESG aspects.How important is responsible investment for the organization and how well is it embedded in the organization. What is the level of ESG integration in the investment process? (i.e. is it part of the standard investment process, are portfolio managers educated on this topic etc..) For the remuneration policy we score on governance, transparancy and alignment of interest. The better the results the higher the score for a manager.The criteria used for selecting external managers are the same criteria on which managers are monitored continuously. As part of our review process all aspects / criteria are discussed with the manager again.

02.3. Additional information. [Optional]


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