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West Midlands Pension Fund

PRI reporting framework 2017

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 03. Breakdown by passive, quantitative, fundamental and other active strategies (Private)


SAM 04. ESG incorporation strategies

04.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf:

Active investment strategies

Active investment strategies

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

Screening

Thematic
Integration
None of the above

Passive investment strategies

Passive investment strategies
Listed Equity
FI - SSA

Screening

Thematic
Integration
None of the above

04.2. Explain how you integrate ESG factors in the selection, appointment and monitoring of your passive funds

The focus is on outcomes at the market-level or sector-level. We would expect an external passive equities manager to demonstrate this, usually achieved either by working with large numbers of companies or by working with regulators or industry bodies. Membership of the PRI, robust Stewardship Code statements and advanced stewardship programmes and experienced members of the ESG team are all factors considered, as is a considered and consistent approach to voting.

04.3. Additional information. [Optional]


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