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You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes
Fund invested in companies on our restriction list
We adopted stricter guidelines on exclusion of nuclear weapons during the year. One of our funds had exposure to companies that was classified as nuclear weapons and we initiated a dialogue.
After we raised the issue they agreed to add nuclear weapons to their own exclusion list implemented in all their equity funds.
Companies that violate FN Global Compact
During the annual review of holdings in our equity funds, we found that one of our funds owned companies that were classified as breaching UN Global Compact by some external vendors.
After we raised the issue, the fund manager could provide us with examples of engagement with these companies and a good explanation for why they thought that the issue was solved (or at least moving in the right direction) within those companies.
Search for liquid fixed income fund
In the search for a new fixed income manager one of the basic criteria was responsible investment.
Only managers that fulfil our basic criteria’s ends up on our short list.