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AP6

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

Private equity

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

Selection: 1) Sustainability/Responsible investment as a separate workstream in due diligence during fund raising. 2) Due diligence based on the PRI RI LP DDQ. 3) ESG evaluation (including provision of scores) of management team forms part of the material presented to the decision making body.

Appointment: 1) Standard side-letter includes ESG provisions.

Monitoring: 1) Annual ESG follow-up and evaluation (based on the PRI LP RI DDQ), 2) Engagement through the Advisory Board and the Annual Investor Meeting, 3) Informal dialogue and engagement

02.3. Additional information. [Optional]


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