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Australian Catholic Superannuation and 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

Fixed income Corporate (financial) – engagement

Fixed income Corporate (non-financial) – engagement


OO 11. ESG incorporation practices for all assets

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

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

Infrastructure

Infrastructure - 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

Cash

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

Other (1)

Other (1) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.3b. If your organisation does not integrate ESG factors into investment decisions on your externally managed assets, explain why not.

Historical anomaly

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

When selecting any new manager and reviewing existing managers we look at ESG credntials.

This has led to ecent manager changes such as terminating AMP and appointing Australian Ethical for RI/ESG/SRI investment option, recommending Robeco for EM equities (their ESG fund) Adding monies to Energy Infrastructure Trust (Wind Farms, revewable energy etc Infra) and Palisade (Infra) and Gardior (has elements of renewable power Infra)


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 via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]

At Australian Catholic Superannuation we take our obligation to members and to promote best practice in ESG and RI very seriously. We have investments in clean energy, renewable energy and a separate investment option for those who wish to be stronger in this area. When selecting managers we specifically ask that all ESG is holistically managed as part of their investment process. We are in the process of restructuring our property and infrastructure  managers and al new appointments will be strictly vetted to ensure that as well as being a 'good' manager that they are signatoriies to UNPRI and are good corporate citizens. Specifically we have a preference for managers that have been rated 'green' (property) and have a proven track record in this area (eg Generation as a PE manager, Sustainable Agriculture investments) etc.

We are currently assessing 'impact 'and 'social impact' investing.

Additionally in FY 2018 we have appointed two additional ESG managers. Robeco to manager Emerging Market Equities and wetre a cornerstone investor in Australian Renewables Infrastructure Fund


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