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Royal Mail Pension Plan

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

          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Reporting and progress on ESG issues are carried out by Sustainalytics and engagement is highlighted and is worked to a resolution before the case is considered closed and this occurs only when the stock in question has made the required improvement in the specific ESG issue.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Reporting and progress on ESG issues are carried out by Sustainalytics and engagement is highlighted and is worked to a resolution before the case is considered closed and this occurs only when the stock in question has made the required improvement in the specific ESG issue.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Reporting and progress on ESG issues are carried out by Sustainalytics and engagement is highlighted and is worked to a resolution before the case is considered closed and this occurs only when the stock in question has made the required improvement in the specific ESG issue.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Reporting and progress on ESG issues are carried out by Sustainalytics and engagement is highlighted and is worked to a resolution before the case is considered closed and this occurs only when the stock in question has made the required improvement in the specific ESG issue.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          Managers are required to comply or explain to the Plan's SRI policy within the SIP on an annual basis
        
          The investment manager report on sustainable efficiency of each investment and if any improvements are to be made.
        

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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