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Pension Protection Fund

PRI reporting framework 2017

You are in Strategy and Governance » Implementation not in other modules

Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

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

12.1. Indicate if your organisation executes scenario analysis and/or modelling in which the risk profile of future ESG trends at portfolio level is calculated.

12.2. Indicate if your organisation considers ESG issues in strategic asset allocation and/or allocation of assets between sectors or geographic markets.

12.3. Additional information. [OPTIONAL]

SG 13. Long term investment risks and opportunity (Not Completed)

SG 14. Allocation of assets to environmental and social themed areas (Private)

SG 15. ESG issues for internally managed assets not reported in framework

15.1. Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Listed equities -  engagement 

Engagement is undertaken on our behalf by Hermes Equity Ownership Services (Hermes EOS). Engagement with companies is undertaken both for monitoring and influencing purposes and where relevant to address strategic issues relevant to long-term value. Hermes EOS' engagements address the major themes of environment and governance as well as social and ethical issues. Engagement is undertaken holistically, and it is typical for a number of issues across the themes of E, S and G to be discussed concurrently. For the major part of its engagement work, Hermes EOS sets objectives to be achieved at the outset of the engagement. Engagements are then monitored by reference to a system of milestones to ensure that satisfactory progress is made over a reasonable period of time.

Engagements for monitoring are undertaken to gather information on companies' processes to ensure that they adhere to best practice. Any perceived risks to shareholder value or reputational risks may then be taken forward as an engagement for influence with a view to influencing the desired change.

15.2. Additional information [Optional].

SG 16. ESG issues for externally managed assets not reported in framework (Not Applicable)