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SBI Funds Management Private Limited

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

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

Fixed income Corporate (securitised) – engagement


OO 11. ESG incorporation practices for all assets

11.1. Select the internally managed asset classes in which you addressed ESG incorporation into your investment decisions and/or your active ownership practices (during the reporting year).

Listed equity

Fixed income - SSA

Fixed income - corporate (financial)

Fixed income - corporate (non-financial)

Fixed income - securitised

Commodities


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 incorporation

Direct - Listed Equity active ownership

Direct - Fixed Income

Closing module

12.2. Additional information. [Optional]

SBI MF published its Responsible Investment Policy in Dec 2019 and its Stewardship Code in Feb 2020. In both the documents, it is mentioned that we intend to extend the ESG lens over all our Fixed Income issuers too. The AMC had already been engaging with a number of fixed income issuers through their listed parents and has started engaging with remaining issuers on ESG in March 2020. The mode of engagement as of now, have been sharing of an ESG questionnaire and ESG based scoring provided by external rating agencies.


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