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APG Asset Management

PRI reporting framework 2018

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - INF 03]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Indirect – Manager Selection, Appointment and Monitoring
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (C) Implementation: Integration of ESG issues [LEI 08 - 10] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 14]
Direct - Listed Equity Active Ownership
Engagement [LEA 01 - 14] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 14] (Proxy) voting and shareholder resolutions [LEA 15 - 24] Overview [LEA 15] Process [LEA 16 - 20] Outputs and outcomes [LEA 21 - 24]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 13] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 07] (B) Implementation: Thematic [FI 08 - 10] (C) Implementation: Integration [FI 11 - 13] Fixed income - Engagement [FI 15 - 17] Outputs and outcomes [FI 18 - 19]
Direct - Property
Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Direct - Infrastructure
Overview [INF 01 - 02] Fundraising of infrastructure funds [INF 03 - 04] Pre-investment (selection) [INF 05 - 09] Selection, appointment and monitoring of third-party operators [INF 10] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure monitoring and operations [INF 12 - 14] Infrastructure maintenance [INF 15] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18] Communication [INF 19]
Indirect - Inclusive Finance
Context [IFI 01] Selection [IFI 02] Contractual agreements and mandate design [IFI 03] Investment manager monitoring and reporting [IFI 04 - 05] Disclosure [IFI 06 - 07]
Assurance
Assurance [CM1 01.1 - 01.7]
Export Public Responses
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Assurance

CM1 01.1. Assurance, verification, or review

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate whether the reported information you have provided for your PRI Transparency Report this year has undergone:

CM1 01.2 & 01.8. Assurance of this year's PRI data

01.2. Do you plan to conduct third party assurance of this year's PRI Transparency report?

CM1 01.3 & 01.9. Assurance of last year's PRI data

01.3. We undertook third party assurance on last year’s PRI Transparency Report

CM1 01.4, 10-12. Other confidence building measures

01.4. We undertake confidence building measures that are unspecific to the data contained in our PRI Transparency Report:

01.11. Provide a link to the public report (such as a sustainability report) that you carry out third party assurance over and for which you have used extracts of in this year’s PRI Transparency Report. Also include a link to the auditor’s report.

Link to sustainability, RI, or integrated report https://www.apg.nl/en/asset-management/responsible-investing
Link to auditors report https://www.apg.nl/en/asset-management/responsible-investing

CM1 01.5. External assurance

01.5. Provide details related to the third party assurance over selected responses from this year’s PRI Transparency Report and/or over data points from other sources that have subsequently been used in your PRI responses this year

What data has been assured

Relevant modules

Corresponding Indicator number 

          Assets under management, organizational data

Corresponding Indicator number 

          Exclusion Policy

Corresponding Indicator number 

          Outcomes Inclusion Policy, outcomes and process Exclusion Policy

Corresponding Indicator number 

          Engagement & voting figures

Corresponding Indicator number 

          Outcomes and process Exclusion Policy

Who has conducted the assurance 

          KPMG

Assurance standard used

Level of assurance sought

Please provide:

Link to auditors report https://www.apg.nl/en/asset-management/responsible-investing
Link to original data source (if public) https://www.apg.nl/en/asset-management/responsible-investing

CM1 01.6. Assurance or internal audit

01.6. Provide details of the third party assurance of RI related processes, and/or details of the internal audit conducted by internal auditors of RI related processes (that have been reported to the PRI this year)

What RI processes have been assured

Specify 

          Exclusion policy, Carbon reduction target

Corresponding indicator number 

          LEI 04, FI 05, FI 07, SAM 05.1

Corresponding indicator number 

          LEA 16-20

Who has conducted the assurance 

          KPMG

When was the process assurance completed(dd/mm/yy)

16/02/2018

Assurance standard used

Specify 

          Dutch Standard 3000A

Level of assurance sought

CM1 01.7. Internal verification

01.7. Indicate who has reviewed/verified internally the whole - or selected data of the - PRI Transparency Report . and if this applies to selected data please specify what data was reviewed

Who has conducted the verification

Sign-off or review of responses

01.13. Additional information for all confidence building measures [OPTIONAL] 

          The MD GRIG, who is a member of the Investment Committee, has reviewed the responses in this PRI Transparency Report.
 
As part of an audit commissioned by APG and conducted by an external auditor, APG’s proxy voting, exclusion and carbon reduction processes/policies, which are described in this PRI Transparency Report, have been audited. 

Further, some of the data used in this report also is derived from the responsible investment reports of our clients. Both ABP and bpfBOUW have their responsible investment reports audited by an external third party in which subsequently also the underlying processes as well as the outcomes are reviewed. Link to ABP’s report (including auditors report): https://www.abp.nl/over-abp/beleggen/verantwoord-beleggen.aspx. Link to bpfBOUW report (including auditors report): https://www.bpfbouw.nl/over-bpfbouw/beleggen/.
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