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Elo Mutual Pension Insurance Company

PRI reporting framework 2020

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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

specify

Regarding Private Equity managers, we express our desire to see regular reporting on achievements.

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

          Part of our DD process Elo analyses fund investments also from an ESG perspective. In specific DD questions we ask if the fund has documented policy outlining its approach to responsible investment / ESG issues, or another formalised and consistent approach for integrating ESG factors into the Fund’s investment research and analysis, decision-making and risk management? We also ask if the fund report on ESG-related risks and if they have standard ESG reporting.Or if the fund does have implemented an environmental strategy. We expect the managers to be UNPRI signatories.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Part of our DD process Elo analyses fund investments also from an ESG perspective. In specific DD questions we ask if the fund has documented policy outlining its approach to responsible investment / ESG issues, or another formalised and consistent approach for integrating ESG factors into the Fund’s investment research and analysis, decision-making and risk management? We also ask if the fund report on ESG-related risks and if they have standard ESG reporting.Or if the fund does have implemented an environmental strategy. We expect the managers to be UNPRI signatories.
        

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]

          
        

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