This report shows public data only. Is this your organisation? If so, login here to view your full report.

Régime de retraite de la Confédération des syndicats nationaux (CSN)

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

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

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

Our overall investment objectives are to in the long run, achieve a real return (ie, a return above the inflation rate) of at least 4.6% before deducting management fees, per year, over rolling periods of five years; and in the shorter term, obtain, over rolling four-year periods, an annualized rate of return of 1.25% above that which would have been obtained by the established reference portfolio, before deducting the costs of management and custody of securities.

We achieve these objectives through a strategic selection of external managers whose expertise spans across fixed incomes, listed equity, and alternative investment assets. 

Our orientation towards long-term stewardship, alongside our ESG considerations in investment manager selection and our active ownership mandate, allow us to a ensure strong ESG performance and a responsible real economy impact. 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]


SG 02. Publicly available RI policy or guidance documents

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

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

As our investment policy stipulates, all investment decisions are entrusted to external managers. This allows us to avoid potential conflicts of interest. Our proxy voting is conducted through our engagement service provider according to a set policy.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


Top