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UBS 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]
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] (B) Implementation: Thematic [LEI 07] (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] ESG incorporation in passively managed fixed income [FI 14] 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]
Assurance
Assurance [CM1 01.1 - 01.7]
Export Public Responses
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You are in Direct - Property » Post-investment (monitoring and active ownership) » Property monitoring and management

Property monitoring and management

PR 09. Proportion of assets with ESG targets that were set and monitored

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

09.1. Indicate the proportion of property assets for which your organisation, and/or property managers, set and monitored ESG targets (KPIs or similar) during the reporting year.

(in terms of number of property assets)

09.2. Indicate which ESG targets your organisation and/or property managers typically set and monitor

Target/KPI
Progress Achieved 
          Energy efficiency
        
          Water consumption
        
          Waste management
        
          please refer to section 9.3
        
          please refer to section 9.3
        
          please refer to section 9.3
Target/KPI
Progress Achieved 
          Accessibility
        
          Health and safety
        
          Infrastructure
        
          please refer to section 9.3
        
          please refer to section 9.3
        
          please refer to section 9.3
Target/KPI
Progress Achieved 
          Occupier guidelines
        
          Service provider guidelines
        
          Tenant engagement and meetings
        
          please refer to section 9.3
        
          please refer to section 9.3
        
          please refer to section 9.3

09.3. Additional information. [Optional]

We operate coordinated ESG programmes across portfolios and regions. These include energy audits and reduction plans. We benchmark individual assets. We perform occupier surveys. To provide a consistent approach to evaluating sustainability, the following items should be addressed during due diligence:

1. Legislation – building survey

2. Lease requirements – solicitor's report on title

3. Sustainable ratings and performance – building survey

4. HVAC / electrical system – building survey

5. Renewable energy – building survey

6. Lighting – building survey

7. Sustainable operations – property manager

8. Plumbing / fixtures – building survey

9. Site conditions – environmental report

10. Building envelope – building survey

11. Amenities – building survey

12. Climate change risks – building survey

13. Socio-economic risks – investment agent's purchase report

14. Transportation – investment agent's purchase report

Circa 90% of properties managed by the direct Real Estate business are included in the GRESB Real Estate assessment.

PR 10. Certification schemes, ratings and benchmarks (Private)

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