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New York State Common Retirement Fund

PRI reporting framework 2019

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

Implementation processes

LEI 01. Percentage of each incorporation strategy

01.1. Indicate (1) which ESG incorporation strategy and/or combination of strategies you apply to your actively managed listed equities and (2) the breakdown of your actively managed listed equities by strategy or combination of strategies (+/- 5%)

ESG incorporation strategy (select all that apply)

Percentage of active listed equity to which the strategy is applied
85 %
Percentage of active listed equity to which the strategy is applied
10 %
Percentage of active listed equity to which the strategy is applied
5 %
Total actively managed listed equities 200%

01.2. Describe your organisation’s approach to incorporation and the reasons for choosing the particular ESG incorporation strategy/strategies.

ESG Report: PGS 3 - 12                                                                                                                                                       http://www.osc.state.ny.us/reports/esg-report-mar2017.pdf?utm_content=buffer3d92f&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer

 

01.3. If assets are managed using a combination of ESG incorporation strategies, briefly describe how these combinations are used. [Optional]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


(A) Implementation: Screening

LEI 04. Types of screening applied

04.1. Indicate and describe the type of screening you apply to your internally managed active listed equities.

Type of screening

Screened by

Description

Low Emissions Index

https://www.osc.state.ny.us/pension/infographic/infog.htm

http://www.osc.state.ny.us/reports/esg-report-mar2017.pdf

https://www.osc.state.ny.us/press/releases/dec18/120718.htm

http://www.osc.state.ny.us/press/releases/jan18/013118.htm

http://www.osc.state.ny.us/press/releases/dec15/120415.htm

Sudan and Iran

https://www.osc.state.ny.us/press/releases/june09/063009a.htm

Firearms
https://osc.state.ny.us/press/releases/jan13/011513.htm

BDS

https://www.osc.state.ny.us/press/releases/june16/062916.htm

04.2. Describe how you notify clients and/or beneficiaries when changes are made to your screening criteria.

The Fund has Low Emissions Index. Details are as follows:

https://www.osc.state.ny.us/pension/infographic/infog.htm

https://www.osc.state.ny.us/press/releases/dec18/120718.htm

http://www.osc.state.ny.us/reports/esg-report-mar2017.pdf

http://www.osc.state.ny.us/press/releases/jan18/013118.htm

http://www.osc.state.ny.us/press/releases/dec15/120415.htm

Details as to Sudan and Iran are as follows:

https://www.osc.state.ny.us/press/releases/june09/063009a.htm

http://www.osc.state.ny.us/press/index.htm


LEI 05. Processes to ensure screening is based on robust analysis

05.1. Indicate which processes your organisation uses to ensure screening is based on robust analysis.

          Direct company engagement
        

05.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your ESG screening strategy.

05.3. Indicate how frequently third party ESG ratings are updated for screening purposes.

05.4. Indicate how frequently you review internal research that builds your ESG screens.

05.5. Additional information. [Optional]


LEI 06. Processes to ensure fund criteria are not breached (Not Completed)


(B) Implementation: Thematic

LEI 07. Types of sustainability thematic funds/mandates

07.1. Indicate the type of sustainability thematic funds or mandates your organisation manages.

07.2. Describe your organisation’s processes relating to sustainability themed funds. [Optional]


(C) Implementation: Integration of ESG factors

LEI 08. Review ESG issues while researching companies/sectors

08.1. Indicate the ESG factors you systematically research as part of your investment analysis and the proportion of actively managed listed equity portfolios that is impacted by this analysis.

ESG issues

Proportion impacted by analysis
Environmental

Environmental

Social

Social

Corporate Governance

Corporate Governance

08.2. Additional information. [Optional]


LEI 09. Processes to ensure integration is based on robust analysis

09.1. Indicate which processes your organisation uses to ensure ESG integration is based on a robust analysis.

09.2. Indicate the proportion of your actively managed listed equity portfolio that is subject to comprehensive ESG research as part your integration strategy.

09.3. Indicate how frequently third party ESG ratings that inform your ESG integration strategy are updated.

09.4. Indicate how frequently you review internal research that builds your ESG integration strategy.

09.5. Describe how ESG information is held and used by your portfolio managers.

09.6. Additional information.[Optional]


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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