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APG Asset Management

PRI reporting framework 2018

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (B) Implementation: Thematic

(B) Implementation: Thematic

FI 08. Thematic investing - overview

08.1. Indicate what proportion of your thematic investments are:

6 %
1 %
1 %

08.2. Describe your organisation’s approach to thematic fixed income investing

Across all asset classes we have investments that contribute to the United Nations Sustainable Development Goals, which we call Sustainable Development Investments (SDI). Above we provide a break-down of our exposure in green/social/sustainable bonds, of which the majority (80%) is green, 9% is social and 11% is sustainable.

A full overview of our SDI exposure can be found in our Responsible Investment report.

08.3. Additional information [OPTIONAL]

Above percentages are calculated by dividing green/social/sustainable bonds investments over our thematic exposure (i.e. investments that contribute to the UN SDGs)

FI 09. Thematic investing - themed bond processes

09.1. Indicate whether you encourage transparency and disclosure relating to the issuance of themed bonds as per the Green Bonds Principles, Social Bond Principles, or Sustainability Bond Guidelines..

09.2. Describe the actions you take when issuers do not disburse bond proceeds as described in the offering documents.

We regularly meet with issuers to monitor and discuss past and new (green) bond issuance. 

09.3. Additional information. [Optional]

FI 10. Thematic investing - assessing impact

10.1. Indicate how you assess the environmental or social impact of your thematic investments

          We regularly examine reports from issuers on the green and social impacts resulting from the assessments, this is done on a case-by-case basis.

10.2. Additional information. [Optional]