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Trust Waikato

PRI reporting framework 2018

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

Appointment

SAM 04. Appointment processes (listed equity/fixed income)

04.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment and/or commitment process

04.2. Provide an example per asset class of your benchmarks, objectives, incentives/controls and reporting requirements that would typically be included in your managers’ appointment.

Asset class

Benchmark

ESG Objectives

          Where we have a direct mandate, negative screening for armaments, tobacco, gambling and liquor.
        
          We expect our managers to use ESG indicators as part of their valuation approach.
        
          We expect that our managers are actively engaged with the investee companies (usually on a quarterly basis).
        
          We expect that our managers will vote on all possible opportunities..
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Where we have a direct mandate, negative screening for armaments, tobacco, gambling and liquor.
        
          We expect our managers to use ESG indicators as part of their valuation approach.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Where we have a direct mandate, negative screening for armaments, tobacco, gambling and liquor.
        
          We expect our managers to use ESG indicators as part of their valuation approach.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Where we have a direct mandate, negative screening for armaments, tobacco, gambling and liquor.
        
          We expect our managers to use ESG indicators as part of their valuation approach.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Fund managers take active positions in investee governance.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          We expect our managers to integrate ESG information into their property management and asset purchase decisions.
        
          Fund managers take active positions in investee governance, where possible and are actively involved with the management of directly held assets.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          We expect our managers to integrate ESG information into their infrastructure management and asset purchase decisions.
        
          Fund managers take active positions in investee governance, where possible and are actively involved with the management of directly held assets.
        

Incentives and controls

Reporting requirements

04.4. Indicate which of these actions your organisation might take if any of the requirements are not met

04.5. Provide additional information relevant to your organisation's appointment processes of external managers. [OPTIONAL]

          
        

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