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Sparinvest S.A.

PRI reporting framework 2017

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

Selection

SAM 05. Selection processes (LE and FI)

05.1. Indicate what RI-related information your organisation typically covers in the majority of selection documentation for your external managers

Investment strategy and how ESG objectives relate to it

ESG incorporation requirements

ESG reporting requirements

Other

No RI information covered in the RFPs

Property
Investment strategy and how ESG objectives relate to it
ESG incorporation requirements
ESG reporting requirements
Other
No RI information covered in the RFPs

If you select any 'Other' option(s), specify

Since 2005 Sparinvest Property Investors has systematically required the fund investment managers under due diligence to state:

That the investment manager is aware of the UN Global Compact Principles
That there have been no deliberate and repeated violations of the principles of UN Global Compact in the property management/development
That the investment manager has not been involved in any critical violation of national laws with no attempt to remedy the violation.
That the investment manager will not invest in properties which are principally used for manufacturing, trading, storing or other kinds of servicing of weapons violating the international arms treaties.

05.2. Explain how your organisation evaluates the investment manager’s ability to align between your investment strategy and their investment approach

Strategy

Assess the time horizon of the investment manager’s investment strategy

Assess the quality of investment policy and its reference to ESG

Assess the investment approach and how ESG objectives are implemented in the investment process (asset class specific)

Assess the ESG definitions to be used

Other

None of the above

Property
Assess the time horizon of the investment manager’s investment strategy
Assess the quality of investment policy and its reference to ESG
Assess the investment approach and how ESG objectives are implemented in the investment process (asset class specific)
Assess the ESG definitions to be used
Other
None of the above

ESG people/oversight

Assess ESG expertise of investment teams

Review the ownership of the ESG implementation

Review how ESG implementation is incentivised

Other

None of the above

Property
Assess ESG expertise of investment teams
Review the ownership of the ESG implementation
Review how is ESG implementation enforced /ensured
Other
None of the above

Process/portfolio construction/investment valuation

Review the process ensuring the quality of the ESG data used

Review and agree the investment decision making process (and ESG data use in it)

Review and agree the ESG incorporation strategy impact of ESG analysis on investment decisions

Review and agree how the manager is targeting returns and ESG objectives

Review and agree how the manager identifies, measures and manages ESG risk

Review and agree return and risk in combination at a portfolio level (portfolio construction) and ESG objectives

Review how ESG materiality is evaluated by the manager in the monitored period

Review process for defining and communicating on ESG incidents

Other, specify

None of the above

Property
Review the process ensuring the quality of the ESG data used
Review and agree the investment decision making process (and ESG data use in it)
Review and agree the ESG incorporation strategy impact of ESG analysis on investment decisions
Review and agree how the manager is targeting returns and ESG objectives
Review and agree how the manager identifies, measures and manages ESG risk
Review and agree return and risk in combination at a portfolio level (portfolio construction) and ESG objectives
Review how ESG materiality is evaluated by the manager in the monitored period
Review process for defining and communicating on ESG incidents
Other, specify
None of the above

If you select any 'Other' option(s), specify

05.3. Describe the selection process

05.4. When selecting external managers does your organisation set any of the following:

ESG score

ESG weight

Real economy influence

Other RI considerations

None of the above

Property
ESG score
ESG weight
Real world economy targets
Other RI considerations
None of the above

If you select any 'Other' option(s), specify

05.5. Provide additional information relevant to your organisation's selection approach [OPTIONAL]

          
        

SAM 06. Evaluating engagement and voting practices in manager selection (listed equity/fixed income) (Not Applicable)


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