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UNISON Staff Pension Scheme

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

          The Trustees believe that engagement with companies, including exercising voting rights, offers a more effective means of promoting their beliefs.  The Trustees would look for collaboration with the investment manager in this regard.
        
          The Trustees would expect their investment managers to conduct systematic engagement with companies to promote best practice standards on ESG issues, including best practice on employment and labour practices.
        
          Where possible the Trustees seek to exercise voting rights.  Where this is not possible (i.e. in a pooled fund) the Trustees would expect the Investment Manager to take their views into account.
        
          The Trustees would expect regular reporting of the Investment Manager's engagement activities.
        
          The Trustees would expect an Investment Manager to be a UNPRI signatory.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          The Trustees would want to engage with any Investment Managers with regards to their policies on and approach to social, environmental and ethical factors.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          The Trustees would want to engage with any Investment Managers with regards to their policies on and approach to social, environmental and ethical factors.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          The Trustees would want to engage with any Investment Managers with regards to their policies on and approach to social, environmental and ethical factors.
        

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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