This report shows public data only. Is this your organisation? If so, login here to view your full report.

Public Sector Pension Investment Board

PRI reporting framework 2018

Export Public Responses
Pdf-img

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

Monitoring

SAM 05. Monitoring processes (listed equity/fixed income)

05.1. When monitoring managers, indicate which of the following types of responsible investment information your organisation typically reviews and evaluates

ESG objectives linked to investment strategy (with examples)

Evidence on how the ESG incorporation strategy(ies) affected the investment decisions and financial / ESG performance of the portfolio/fund

Compliance with investment restrictions and any controversial investment decisions

ESG portfolio characteristics

How ESG materiality has been evaluated by the manager in the monitored period

Information on any ESG incidents

Metrics on the real economy influence of the investments

PRI Transparency Reports

PRI Assessment Reports

RI-promotion and engagement with the industry to enhance RI implementation

Other general RI considerations in investment management agreements; specify

None of the above

LE

ESG objectives linked to investment strategy
Evidence on how the ESG incorporation strategy(ies) affected the investment decisions and financial / ESG performance of the portfolio/fund
Compliance with investment restrictions and any controversial investment decisions
ESG portfolio characteristics
How ESG materiality has been evaluated by the manager in the monitored period
Information on any ESG incidents
Metrics on the real economy influence of the investments
PRI Transparency Reports
PRI Assessment Reports
RI-promotion and engagement with the industry to enhance RI implementation
Other general RI considerations in investment management agreements; specify
None of the above

If you select any 'Other' option(s), specify

05.2. When monitoring external managers, does your organisation set any of the following to measure compliance/progress

ESG score or assessment

ESG weight

ESG performance minimum threshold

Real world economy targets

Other RI considerations

None of the above

LE

ESG score
ESG weight
ESG performance minimum threshold
Real world economy targets
Other RI considerations
None of the above

If you select any 'Other' option(s), specify

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

          PSP Investments regularly monitors the External Managers ESG practices. To encourage continuous improvement in the External Managers' ESG approach, PSP Investments will engage in an ongoing dialogue and sharing of ESG best practices. PSP Investments will ensure that the reporting and disclosure provided by the External Manager meets PSP Investments’ ongoing needs so that ESG factors continue to be addressed appropriately. External Managers' ESG practices for each mandate are scored annually.   
PSP Investments will conduct a high-level monitoring of ESG red flags and risks over the life of the investment and will engage with External Managers when deemed necessary. 
Finally, PSP Investments requires External Managers to acknowledge its Responsible Investment Policy in the Investment Management Agreement.
        

SAM 06. Monitoring on active ownership (listed equity/fixed income) (Not Applicable)


SAM 07. Percentage of (proxy) votes (Not Applicable)


Top