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Colonial First State

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 01. ESG incorporation strategies

01.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf for all your listed equity and/or fixed income assets:

Active investment strategies

Active investment strategies

Listed Equity
FI - SSA
FI - Corporate (financial)
FI - Corporate (non-financial)
FI - Securitised

Screening

Thematic
Integration
None of the above

Passive investment strategies

Passive investment strategies
Listed Equity
FI - SSA
FI - Corporate (financial)
FI -  Corporate (non-financial)
Fixed income -Securitised

Screening

Thematic
Integration
None of the above

01.2. Additional information. [Optional]

Our approach is specified in our ESG Risk Management and Proxy Voting Policy.

In conducting manager research, CFSIL determines whether, and if so, how, investment managers take into account ESG and climate risk factors and opportunities when constructing investment portfolios, conducting stewardship activities and managing investment risk.
When monitoring existing, selecting new, and reviewing incumbent investment managers, CFSIL assesses the manager’s approach to ESG and climate risk management in the investment due diligence process (where appropriate to the investment strategy and/or asset class). This assessment may include the collection of the ESG rating of the investment strategy from the investment consultant, review of the stewardship activities as they relate to ESG and climate risk management, and understanding the ESG and climate risk ratings and analysis from other third-party specialist service providers (where available).
Papers presented to the Board recommending the appointment of an investment manager will include the ESG ratings and carbon foot print of the strategy being proposed, (using the proposed manager holdings), as well as,the investment consultant’s ESG rating.

In 2019 we established a 'screen' for all our investment strategies through our divestment from tobacco and controversial weapons. This will be an ongoing screening process.


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