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University of California

PRI reporting framework 2019

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - Corporate (financial)

Leadership committee considers ESG risks for all internally managed assets across asset classes. The investment team incorporates ESG data into the investment decision making process, and may from time to time independently choose to not make an investment, or move out of position, based on their assessment of the ESG risks. 

Fixed income - Corporate (non-financial)

Leadership committee considers ESG risks for all internally managed assets across asset classes. The investment team incorporates ESG data into the investment decision making process, and may from time to time independently choose to not make an investment, or move out of position, based on their assessment of the ESG risks. 

Fixed income - Securitised

Leadership committee considers ESG risks for all internally managed assets across asset classes. The investment team incorporates ESG data into the investment decision making process, and may from time to time independently choose to not make an investment, or move out of position, based on their assessment of the ESG risks. 

16.2. Additional information [Optional].


SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved

Fixed income - SSA

Based off our sustainable investment framework we have developed a proprietary process for the ESG due diligence and monitoring of managers. The process considers both business and investment risks and opportunities through an ESG lens, with a focus on materiality. We include adherence to ESG standards in our investment side letters. 

We also consider the impact of climate risk, mitigation and adaptation risk on all investments. 

When making in house investments ESG is fully integrated into our investment and monitoring process. 

 

 

Fixed income - Corporate (financial)

Based off our sustainable investment framework we have developed a proprietary process for the ESG due diligence and monitoring of managers. The process considers both business and investment risks and opportunities through an ESG lens, with a focus on materiality. We include adherence to ESG standards in our investment side letters. 

We also consider the impact of climate risk, mitigation and adaptation risk on all investments. 

 

Fixed income - Corporate (non-financial)

Based off our sustainable investment framework we have developed a proprietary process for the ESG due diligence and monitoring of managers. The process considers both business and investment risks and opportunities through an ESG lens, with a focus on materiality. We include adherence to ESG standards in our investment side letters. 

We also consider the impact of climate risk, mitigation and adaptation risk on all investments. 

 

Fixed income - Securitised

Based off our sustainable investment framework we have developed a proprietary process for the ESG due diligence and monitoring of managers. The process considers both business and investment risks and opportunities through an ESG lens, with a focus on materiality. We include adherence to ESG standards in our investment side letters. 

We also consider the impact of climate risk, mitigation and adaptation risk on all investments. 

 

Property

Based off our sustainable investment framework we have developed a proprietary process for the ESG due diligence and monitoring of managers. The process considers both business and investment risks and opportunities through an ESG lens, with a focus on materiality. We include adherence to ESG standards in our investment side letters. 

We also consider the impact of climate risk, mitigation and adaptation risk on all investments. 

 

Infrastructure

Based off our sustainable investment framework we have developed a proprietary process for the ESG due diligence and monitoring of managers. The process considers both business and investment risks and opportunities through an ESG lens, with a focus on materiality. We include adherence to ESG standards in our investment side letters. 

We also consider the impact of climate risk, mitigation and adaptation risk on all investments. 

 

Hedge funds - DDQ

Select whether you use the PRI Hedge Fund DDQ

Hedge funds

Based off our sustainable investment framework we have developed a proprietary process for the ESG due diligence and monitoring of managers. The process considers both business and investment risks and opportunities through an ESG lens, with a focus on materiality. We include adherence to ESG standards in our investment side letters. 

We also consider the impact of climate risk, mitigation and adaptation risk on all investments. 

 

Forestry

Based off our sustainable investment framework we have developed a proprietary process for the ESG due diligence and monitoring of managers. The process considers both business and investment risks and opportunities through an ESG lens, with a focus on materiality. We include adherence to ESG standards in our investment side letters. 

We also consider the impact of climate risk, mitigation and adaptation risk on all investments. 

 

Farmland

Based off our sustainable investment framework we have developed a proprietary process for the ESG due diligence and monitoring of managers. The process considers both business and investment risks and opportunities through an ESG lens, with a focus on materiality. We include adherence to ESG standards in our investment side letters. 

We also consider the impact of climate risk, mitigation and adaptation risk on all investments. 

 

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Cash

We are in the process of reviewing our ESG cash investment options. 

17.2. Additional information.

We are engaging with our managers on diversity.


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