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Universities Superannuation Scheme - USS

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

Fixed income Corporate (non-financial) – engagement

Fixed income Corporate (securitised) – 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).

Listed equity

Fixed income - SSA

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Private equity

Property

Infrastructure

Forestry

Other (1)

'Other (1)' [as defined in OO 05]

          Other 1 = Private Debt
        
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
Fixed income - SSA
Fixed income - corporate (financial)
Fixed income - corporate (non-financial)
Fixed income - securitised
Private equity
Property
Hedge funds
Cash

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

USS's Statement of Investment Principles is applicable across all assets and "requires its investment managers to integrate all material financial factors, including corporate governance, environmental, social and ethical considerations into the decision making process for all fund investments." This is supported by additional text in the scheme's Investment Beliefs. Both these documents are available on the USS website - www.uss.co.uk.

As by far the majority of the scheme's assets are managed in house by USS Investment Management, the core focus for RI activities has been internal assets, as reflected in the Scheme's RI strategy.

That said, RI processes have been developed covering the appointments and monitoring of public market equities and fixed income asset managers, hedge funds, property, cash and private equity managers. These processes are outlined throughout the SAM section.


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 incorporation

Direct - Listed Equity active ownership

Direct - Fixed Income

Direct - Other asset classes with dedicated modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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