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Stichting Pensioenfonds Zorg en Welzijn

PRI reporting framework 2020

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You are in Direct - Fixed Income » ESG incorporation in actively managed fixed income » (B) Implementation: Thematic

(B) Implementation: Thematic

FI 07. Thematic investing - overview (Private)


FI 08. Thematic investing - themed bond processes

08.1. Indicate whether you encourage transparency and disclosure relating to the issuance of themed bonds as per the Green Bonds Principles, Social Bond Principles, or Sustainability Bond Guidelines..

08.2. Describe the actions you take when issuers do not disburse bond proceeds as described in the offering documents.

In that case we would no longer classify the bonds as green under our own framework and would then decide whether to sell the bonds or not based on the risk/return characteristics of the bond compared to other non-green bonds available. Our asset manager would also seek a dialogue with the issuer about the rationale behind this behaviour in order to determine whether this would change our stance on the issuer going forward.

08.3. Additional information. [Optional]


FI 09. Thematic investing - assessing impact

09.1. Indicate how you assess the environmental or social impact of your thematic investments.

09.2. Additional information. [Optional]


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