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CFDT

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

Appointment

SAM 04. Appointment processes (listed equity/fixed income)

04.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment and/or commitment process

04.2. Provide an example per asset class of your benchmarks, objectives, incentives/controls and reporting requirements that would typically be included in your managers’ appointment.

Asset class

Benchmark

ESG Objectives

          ESG strategy is requested
        
          ESG integration has to be part of the investment strategy
        
          Corporate dialogue has to be implemented
        
          The asset manager must implement a voting policy
        
          Always requested
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          ESG strategy is requested
        
          ESG integration has to be part of the investment strategy
        
          Corporate dialogue has to be implemented
        
          The asset manager must implement a voting policy
        
          Always requested
        

Incentives and controls

Reporting requirements

04.3. Indicate which of these actions your organisation might take if any of the requirements are not met

04.4. Provide additional information relevant to your organisation`s appointment processes of external managers. [OPTIONAL]

          
        

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