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Connecticut Retirement Plans and Trust Funds (CRPTF)

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

General Corporate issues such as linking executive compensation to corporate responsibility.

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

For each of the plans and trusts within the CRPTF, the Investment Policy Statement sets forth investment objectives and asset allocation guidelines.  These objectives are long term in nature and have been established based on a comprehensive review of the capital markets and the underlying plans' and funds' current and projected financial requirements. Over the long term, prudent investment risk-taking may be rewarded with higher incremental returns. Consequently, while capital preservation is regarded to be of paramount importance, the Treasurer regards prudent risk-taking as justifiable.

The Treasurer’s corporate governance program is designed to protect and enhance the long-term value of the CRPTF’s investments. The program was developed in accordance with the Treasurer's fiduciary responsibility to prudently manage pension fund assets and oversee proxy voting decisions, promote corporate governance best practices, and engage in other activities that are critical to the financial performance of the companies in which the CRPTF invests.  In addition, the CRPTF’s external managers are evaluated in terms of the manner in which they integrate ESG considerations into the investment process.  

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].

Global Voting Policy:  http://www.ott.ct.gov/PDFs/globalvotingpolicies.PDF

 

Compliance Reporting:  http://www.ott.ct.gov/business_compliancereporting.html


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Conflicts of interest are managed through the CRPTF's contracting process. The process requires disclosure of actual and/or potential conflicts, and also calls for investment managers to update CRPTF on conflicts for the life of their agreement with the CRPTF.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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