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Ausbil Investment Management

PRI reporting framework 2018

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - INF 03]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Innovation [SG 18] Communication [SG 19]

Direct - Listed Equity Incorporation

ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (C) Implementation: Integration of ESG issues [LEI 08 - 10] Outputs and outcomes [LEI 12 - 14]

Direct - Listed Equity Active Ownership

Engagement [LEA 01 - 14] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] Process for engagements conducted with/on your behalf by service providers [LEA 07 - 08] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 14] (Proxy) voting and shareholder resolutions [LEA 15 - 24] Overview [LEA 15] Process [LEA 16 - 20] Outputs and outcomes [LEA 21 - 24]

Assurance

Assurance [CM1 01.1 - 01.7]

Export Public Responses

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Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

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
Fixed income - SSA	External managers are PRI signatories.
Fixed income - Corporate (financial)	External managers are PRI signatories.

16.2. Additional information [Optional].

SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally 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 - ESG incorporation	Ausbil's affiliates MacKay Shields and Candriam are both signatories to the PRI.
Listed equities - engagement	Ausbil's affiliates MacKay Shields and Candriam are both signatories to the PRI.
Listed equities - (proxy) voting	Ausbil's affiliates MacKay Shields and Candriam are both signatories to the PRI.
Fixed income - SSA	Ausbil's affiliates MacKay Shields and Candriam are both signatories to the PRI.
Fixed income - Corporate (financial)	Ausbil's affiliates MacKay Shields and Candriam are both signatories to the PRI.
Fixed income - Corporate (non-financial)	Ausbil's affiliates MacKay Shields and Candriam are both signatories to the PRI.
Property	Ausbil's affiliates MacKay Shields and Candriam are both signatories to the PRI.

17.2. Additional information.

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