Public HTML RI reports - PRI reporting framework 2019

Stichting Pensioenfonds Werk en (re)Integratie

PRI reporting framework 2019

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]

Indirect – Manager Selection, Appointment and Monitoring

Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]

Direct - Listed Equity Active Ownership

Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

Yes

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

Policy setting out your overall approach

Formalised guidelines on environmental factors

Formalised guidelines on social factors

Formalised guidelines on corporate governance factors

Fiduciary (or equivalent) duties

Asset class-specific RI guidelines

Sector specific RI guidelines

Screening / exclusions policy

Engagement policy

(Proxy) voting policy

Other, specify (1)

Other, specify(2)

Applicable policies cover all AUM

Applicable policies cover a majority of AUM

Applicable policies cover a minority of AUM

01.3. Indicate if the investment policy covers any of the following

Your organisation’s definition of ESG and/or responsible investment and it’s relation to investments

Your investment objectives that take ESG factors/real economy influence into account

Time horizon of your investment

Governance structure of organisational ESG responsibilities

ESG incorporation approaches

Active ownership approaches

Reporting

Climate change

Understanding and incorporating client / beneficiary sustainability preferences

Other RI considerations, specify (1)

Other RI considerations, specify (2)

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

PWRI is a long term investor

The investments are consistent with the obligations and the (real) ambitions

There is a premium for less liquid investments

Keep it simple

Marktes with high real growth deliver higher returns

Socially responsible investing pays off

We are capable to take investment decisions by taking into consideration aspects of return, risk, costs and ESG

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

PWRI has two focus themes that play a role in the investment strategy. These two points are climate risk and social inclusion. Both elements are implemented in the portfolio.

01.6. Additional information [Optional].

I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)

SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

Policy setting out your overall approach

URL/Attachment

URL

URL http://www.pwri.nl/mijn-pensioenfonds/verantwoord-beleggen/

Attachment (will be made public)

Formalised guidelines on environmental factors

URL/Attachment

URL

URL http://www.pwri.nl/mijn-pensioenfonds/verantwoord-beleggen/

Attachment (will be made public)

Formalised guidelines on social factors

URL/Attachment

URL

URL http://www.pwri.nl/mijn-pensioenfonds/verantwoord-beleggen/

Attachment (will be made public)

Formalised guidelines on corporate governance factors

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/onze-vermogensbeheerder-gaat-in-gesprek

Attachment (will be made public)

Fiduciary (or equivalent) duties

Asset class-specific RI guidelines

Sector specific RI guidelines

Screening / exclusions policy

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/onze-vermogensbeheerder-gaat-in-gesprek

Attachment (will be made public)

We do not publicly disclose our investment policy documents

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

Your organisation’s definition of ESG and/or responsible investment and it’s relation to investments

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/wat-is-maatschappelijk-verantwoord-beleggen

Attachment

Your investment objectives that take ESG factors/real economy influence into account

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/onze-beleggingsovertuigingen

Attachment

Time horizon of your investment

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/onze-beleggingsovertuigingen

Attachment

Governance structure of organisational ESG responsibilities

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/het-bestuur

Attachment

ESG incorporation approaches

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/onze-vermogensbeheerder-gaat-in-gesprek

Attachment

Active ownership approaches

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/onze-vermogensbeheerder-gaat-in-gesprek

Attachment

Reporting

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/onze-vermogensbeheerder-gaat-in-gesprek

Attachment

Climate change

URL/Attachment

URL

URL https://www.pwri.nl/over-pwri/onze-eigen-accenten

Attachment

Understanding and incorporating client / beneficiary sustainability preferences

We do not publicly disclose any investment policy components

02.3. Additional information [Optional].

SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

Yes

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)

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