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Sparda-Bank Muenchen eG

PRI reporting framework 2018

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

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          Moving all externally managed assets from MONEGA KAG to Union Investment.
        
Conducted by
Asset class
Scope and process

We have moved all externally managed assets from MONEGA KAG to Union Investment. They have a very good reporting skill that makes it much easier for us to gather information the way we need it.
ESG issues are very easy to address as Union Investment has a many-year-experience in that matter.
 

Outcomes

We have a constantly growing mutual fund with Union in which we can conduct and coordinate all ESG related issues and activities concerning our assets.

09.2. Additional information.


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