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ACTIAM

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

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

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Exclusions should be enforced in case of mandate. Analysis of voting, engagement and strategy are also part of selection process. We aim for an ESG score as high as possible, but always above the benchmark. Total scoring of the strategy must meet our internal ESG criteria followed by engagement and possible replacement of manager/fund
        
          ESG scoring, see: https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          Analysis of voting, engagement and strategy are also part of selection process.
        
          Being a signatory of PRI is part of the assessment for external managers selection.
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

Incentives and controls

Reporting requirements

Benchmark

          JPM EMBI Global Diversified
        

ESG Objectives

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, for SSA, see: https://www.actiam.com/48df26/siteassets/4_verantwoord/documenten/en/actiam_sustainable-investment-instruments.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

Incentives and controls

Reporting requirements

Benchmark

          S﹠P / LSTA Leveraged Loan Index
        

ESG Objectives

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, see: https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

Incentives and controls

Reporting requirements

Benchmark

          Bloomberg Barclays US Corp. HY ﹠ Pan Eur. HY. ex Fin. 2.5% Issuer Cap (hedged into EUR)
        

ESG Objectives

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, see https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

Incentives and controls

Reporting requirements

Benchmark

          NA
        

ESG Objectives

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, see https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

Incentives and controls

Reporting requirements

Benchmark

          EURIBOR 3Months + 300bp
        

ESG Objectives

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, see https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

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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