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CBL Asset management

PRI reporting framework 2020

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

Strategy and Governance

Investment policy [SG 01 - 04] 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] Innovation [SG 18] Communication [SG 19]

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]

Direct - Fixed Income

ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class	Describe what processes are in place and the outputs or outcomes achieved
Listed equities – ESG incorporation	Currently we are in a development phase, but, in general, the approach involves ESG integration into a quantitative model by punishing and/or rewarding bad/good companies from ESG point of view. Overall, there are specific factors with ESG being one of them. The resulting score of all of the factors gives the outcome whether to invest or not in the companies.

16.2. Additional information [Optional].

SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class	Describe what processes are in place and the outputs or outcomes achieved
Listed equities - ESG incorporation	As part of fund analysis, we take into account ESG evaluations of the funds.
Listed equities - engagement	As part of fund analysis, we take into account ESG evaluations of the funds.
Listed equities - (proxy) voting	As part of fund analysis, we take into account ESG evaluations of the funds.
Fixed income - SSA	As part of fund analysis, we take into account ESG evaluations of the funds.
Fixed income - Corporate (financial)	As part of fund analysis, we take into account ESG evaluations of the funds.
Fixed income - Corporate (non-financial)	As part of fund analysis, we take into account ESG evaluations of the funds.
Fixed income - Securitised	As part of fund analysis, we take into account ESG evaluations of the funds.
Private equity	As part of fund analysis, we take into account ESG evaluations of the funds.
Property	As part of fund analysis, we take into account ESG evaluations of the funds.

17.2. Additional information.

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