Annual Review External Managers 2018 - EXTRACT
ESG approach of your firm
o Policies & governance
o ESG resources:
ESG implementation related to the investment process of our mandate
§ How do you integrate ESG factors in the investment process?
§ Within the UN Global Compact Principles, elaborate in what way you are taking these into account in your investment process.
§ describe an existing case study of an investment
§ If applicable how is the benchmark for measuring the effectiveness of your ESG policy implemented?
PFI ESG themes
PFI’s participants have identified five ESG themes as important
o elaborate on your approach to screen our portfolio based on the engagement themes of PFI?
o Provide us with your reports with regard to ESG screening?
o How does your engagement approach aligns with PFI’s engagement themes?
o Describe how PFI’s ESG themes are incorporated in the investment process