This report shows public data only. Is this your organisation? If so, login here to view your full report.

Colonial First State

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

          Tobacco producers
Controversial weapons producers
        
          Voting records disclosed annually
        

Incentives and controls

Reporting requirements

Benchmark

          Various depending on strategy and manager.
        

ESG Objectives

          Tobacco producers
Controversial weapons producers
        

Incentives and controls

Reporting requirements

Benchmark

          Various depending on strategy and manager
        

ESG Objectives

          Tobacco producers
Controversial weapons producers
        

Incentives and controls

Reporting requirements

Benchmark

          Various depending on strategy and manager
        

ESG Objectives

          Tobacco producers
Controversial weapons producers
        

Incentives and controls

Reporting requirements

Benchmark

          Various depending on strategy and manager
        

ESG Objectives

          Tobacco producers
Controversial weapons producers
        

Incentives and controls

Reporting requirements

Benchmark

          CPI +
        

ESG Objectives

          Tobacco producers
Controversial weapons producers
        

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]

          As part of our Investment Management Agreement with each manager we require them to have a voting policy and to report their voting records to us annually. We can also request voting records via our custodians at any time.
        

Top