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New York State Common Retirement Fund

PRI reporting framework 2019

You are in Organisational Overview » Asset class implementation gateway indicators

Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting

Fixed income SSA – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          We incorporate ESG into our external manager selection process including our "ESG Risk Assessment". The results of the ESG Risk Assessment - including the evaluation of managers on their engagement on ESG factors are considered in the investment process alongside other factors material to financial performance. We encourage but do not require these managers to engage.
        

Fixed income Corporate (financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          We incorporate ESG into our external manager selection process including our "ESG Risk Assessment". The results of the ESG Risk Assessment - including the evaluation of managers on their engagement on ESG factors are considered in the investment process alongside other factors material to financial performance. We encourage but do not require these managers to engage.
        

Fixed income Corporate (non-financial) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          We incorporate ESG into our external manager selection process including our "ESG Risk Assessment". The results of the ESG Risk Assessment - including the evaluation of managers on their engagement on ESG factors are considered in the investment process alongside other factors material to financial performance. We encourage but do not require these managers to engage.
        

Fixed income Corporate (securitised) – engagement

Please explain why you do not engage directly and do not require external managers to engage with companies on ESG factors.

          We incorporate ESG into our external manager selection process including our "ESG Risk Assessment". The results of the ESG Risk Assessment - including the evaluation of managers on their engagement on ESG factors are considered in the investment process alongside other factors material to financial performance. We encourage but do not require these managers to engage.
        

OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Fixed income - SSA

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Fixed income - securitised

Cash

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Listed equity

Listed equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - SSA

Fixed income - SSA - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (financial)

Fixed income - corporate (financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (non-financial)

Fixed income - corporate (non-financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - securitised

Fixed income - securitised - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Private equity

Private equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Property

Property - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Hedge funds

Hedge funds - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

.

The Fund's ESG investment process includes tools and approaches to identify material ESG issues for each investment, benchmark their expected ESG performance and assess the manager's ability to mitigate ESG risks.     

ESG Report                                                                                                                                                                                                                      PGS 11-13                                                                                                                                                                        http://www.osc.state.ny.us/reports/esg-report-mar2017.pdf

                                                                                                                                                             

                                                                                                                                                                                                                                                                                                                                      

 


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity incorporation

Direct - Listed Equity active ownership

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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