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Sunsuper

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

          Requirement to vote, and provide full look through on voting intentions. Regular reporting on voting outcomes.
        

Incentives and controls

Reporting requirements

Benchmark

          We expect ESG-related activities to 'do no harm' to the portfolio, so expect alpha over standard cash, AFI and GFI benchmarks.
        

ESG Objectives

          Managers are expected to incorporate exclusions into their process.
        

Incentives and controls

Reporting requirements

Benchmark

          Standard IPD benchmark. We expect ESG to 'do no hark' so do not require a non-standard benchmark
        
          Within property, we are encouraging managers to submit to the GRESB, which is a benchmarking exercise.
        

ESG Objectives

          Managers are expected to incorporate exclusions into their process.
        

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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