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Stichting Pensioenfonds Medisch Specialisten

PRI reporting framework 2020

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Asset class implementation gateway indicators

OO 10. Active ownership practices for listed assets

10.1. Select the active ownership activities your organisation implemented in the reporting year.

Listed equity – engagement

Listed equity – voting

Fixed income SSA – engagement

Fixed income Corporate (financial) – engagement

Fixed income Corporate (non-financial) – engagement


OO 11. ESG incorporation practices for all assets

Select the externally managed assets classes in which you and/or your investment consultants address ESG incorporation in your external manager selection, appointment and/or monitoring processes.
Asset class
ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes
Listed equity

Listed equity - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - SSA

Fixed income - SSA - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (financial)

Fixed income - corporate (financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Fixed income - corporate (non-financial)

Fixed income - corporate (non-financial) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Property

Property - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Hedge funds

Hedge funds - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Cash

Cash - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

11.3b. If your organisation does not integrate ESG factors into investment decisions on your externally managed assets, explain why not.

At this point in time we haven't yet finalised an ESG policy on hedge funds. Part of this has been the result of a so far disappointing enthusiasm for ESG within the hedge fund space. 

11.4. Provide a brief description of how your organisation includes responsible investment considerations in your investment manager selection, appointment and monitoring processes.

On our behalf, our fiduciary managers select, monitor and manage external managers for the funds and segregated mandates in which we are invested. SPMS recognises the important role of responsible investment, and as such sees it as mandatory that external managers apply our policies and guidelines.

External managers should share our beliefs and pay due attention to material ESG risks and opportunities in the investment decision making processes. One of the indicators hereof is when the external manager is a signatory to the UNPRI and/or other relevant organisations. Moreover, external managers should comply with all the guidelines we adhere to, such as the Dutch Stewardship Code, the Dutch IMVB Convenant, the 10 best practices by Dutch organisation Eumedion, as well as all applicable governmental laws.

SPMS has recently drafted ESG (Investment) Beliefs and one of these specifically mentions how we want to inspire external managers to innovate and be leaders in ESG - not just in their investment processes but also in the way that they organise their business. The responsible investment criteria are used as a formal component of overall manager performance evaluation. 

 

11.5. For your externally managed pooled funds, describe any mechanisms in place to set expectations as part of the appointment or commitment process.

Informally setting expectations through conversations and relationship building. 


OO 12. Modules and sections required to complete

12.1. Below are all applicable modules or sections you may report on. Those which are mandatory to report (asset classes representing 10% or more of your AUM) are already ticked and read-only. Those which are voluntary to report on can be opted into by ticking the box.

Core modules

RI implementation directly or via service providers

Direct - Listed Equity active ownership

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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