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You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment
Developed Markets equity benchmark is custom build on 5 criteria that are important to PMT, considering both what companies produce and how they produce it from a principles-based and a financial perspective.
Being a PRI signatory is required.
Benchmark is customized for exclusions of companies generating a significant part of their revenue by producing products such as controversial weaponry, fur, adult entertainment and tobacco.
Companies that are on our exclusion list are not eligible for investment; limit monitoring is in place to ensure these limits are not breached. An example is Hueneng International, which is excluded on basis of engagement-led divestment.
Objective for the manager is to explicitly incorporate ESG risks in active investment decisions; this is monitored and discussed with manager on at least a yearly basis. In our selection and monitoring this is being reviewed in a structured way.
Return target over an appropriate swap benchmark.
Securitised investments consist of mortgages; manager is expected to research and recognize ESG-topics and integrate where possible. Manager is actively engaged on these topics.
Our approach covers engagement with the manager about how he handles his investments also from an ESG perspective.
NHG, national mortgage organisation standards.
MSCI and relevant peer group benchmarks.
Exclusion policy for investments that do not meet PMT's criteria of Global Compact.
Objective for the manager is to explicitly incorporate ESG risks and possible improvements in investment decisions; this is monitored and discussed with manager on at least a yearly basis. In our selection and monitoring this is being reviewed in a structured way.
Improving reporting specifically on ESG.
We ask managers to be(come) PRI signatory and promote AIC signatoryship for North American managers.
Benchmark is an absolute % of return vis-a-vis liabilities/ INREV core funds index.
GRESB benchmark
Exclusion policy for investments that do not meet PMT's criteria of Global Compact. Furthermore, funds need to participate in GRESB.
Our approach covers engagement with the manager about how he handles his investments also from an ESG perspective. Furthermore, we specifically engage on three topics: energy transition, affordable housing and circular use of materials.
We share our RI knowledge with other investors and managers.
Target for energy labels of properties.
We ask managers to be(come) PRI signatory and request GRESB participation.
Long term absolute % goal
In infrastructure we currently only invest in renewables for new commitments.
We ask managers to be(come) PRI-signatory or AIC signatory for North-American managers.
Engagement and voting is managed by our fudiciary manager, not the external managers.