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Sunsuper

PRI reporting framework 2018

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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting

Fixed income SSA – engagement

Fixed income Corporate (financial) – engagement


OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Cash

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Listed equity

Listed equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - SSA

Fixed income - SSA - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (financial)

Fixed income - corporate (financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Private equity

Private equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Property

Property - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Infrastructure

Infrastructure - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Hedge funds

Hedge funds - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.3a. If your organisation does not integrate ESG factors into investment decisions on your internally managed assets, explain why not.

Cash is cash. ESG is not a material issue for cash.

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

Selection

Managers are provided an internal rating (A, B, C or N/A) by the investment staff after considering four broad categories. Consideration of ESG is an integral component of the 'Strategy' Category. There are three sub-categories:

  1. What they say they do: Review of their ESG Policy, RI Policy, memberships (including UNPRI)
  2. How their portfolio looks: Review of the Combined ESG Rating (which is a weighted average of undelying portfolio investments, based on modified MSCI ESG scores.
  3. How thansparent they are and how well they report.

Appointment

The appointment process follows an internal Investment Recommendation (IR) procedure which requires a written ESG consideration for each investment. This is discussed as part of the overall consideration at the weekly committee meeting. Mandates require specific clauses on exclusions, proxy voting and reporting.

Monitoring

Monitoring includes ESG ratings on individual equity portfolios, updated exclusions, proxy voting monitoring, engagement monitoring and discussions on how managers may have performed in relation to GRESB real estate or property indecies and sustainability performance.


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity active ownership

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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