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University of California

PRI reporting framework 2019

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

Appointment

SAM 04. Appointment processes (listed equity/fixed income)

04.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment and/or commitment process

04.2. Provide an example per asset class of your benchmarks, objectives, incentives/controls and reporting requirements that would typically be included in your managers’ appointment.

Asset class

Benchmark 

          Tobacco free benchmark

ESG Objectives 

          Guided by our Sustainable Investment Framework
        
          Restricted list

Incentives and controls

Reporting requirements

Benchmark 

          UC Policy Benchmark

ESG Objectives 

          Guided by our Sustainable Investment Framework
        
          Restricted list
        
          Sustainable investing is addressed in all of our side letters with managers

Incentives and controls

Reporting requirements

04.3. Indicate which of these actions your organisation might take if any of the requirements are not met

04.4. Provide additional information relevant to your organisation's appointment processes of external managers. [OPTIONAL]
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