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United Nations Joint Staff Pension Fund

PRI reporting framework 2018

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Tobacco and armament restrictions.

 

Screened by

Description

New holistic methodology applied across all equities utilitizing RepRisk, MSCI ESG, Bloomberg, Arabesque, Entelligent, ESG - Sustainalytics and ISS ESG Proxy Voting. Measures all the above areas and metrics. The UNJSPF is not only holistically integrating into current process, but is applied complete system metrics to the past eights years on the active equity portfolio thereby constucting a history from which the Fund can measure its progress retroactively against itself and peers.

Screened by

Description

UNJSPF examines social, environmental and ethical issues on a case-by-case basis, taking special regard for the effects proposed actions will have on the corporation’s long-term value, costs and the financial well being of beneficiaries.  Risks to the company’s short-and/or long-term value arising from social, environmental and/or ethical issues should be identified and assessed and companies should institute policies and procedures aimed at mitigating the risks associated with social, environmental and/or ethical issues.

04.2. Describe how the screening criteria are established, how often the criteria are reviewed and how you notify clients and/or beneficiaries when changes are made.

The screening criteria is ultimately decided upon by the Representative of the Secretary-General for the Investments of the UNJSPF in consultation with the Fund's Pension Board, Investments Committee and Investment Management Division staff.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]

*The United Nations Joint Staff Pension Fund holistically integrates ESG into the entire lifecycle of the internal equity investment process. Honoring the Fund’ commitment to PRI, UNEP FI and UNGC, as outlined in the IPS, the UNJSPF considers ESG as standard due diligence risk exercise within the overall investment process, including risk monitoring, universe selection and stock selection.


LEI 06. Processes to ensure fund criteria are not breached (Private)


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