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Local Pensions Partnership

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

Infrastructure

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

Fixed income - securitised

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

Private equity

Private equity - 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

Infrastructure

Infrastructure - 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

Other (1)

Other (1) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

Other (2)

Other (2) - ESG incorporation addressed in your external manager selection, appointment and/or monitoring processes

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

Local Pensions Partnership Investments Ltd (LPPI) is committed to the long-term responsible investment of pension savings on behalf of client pension funds.

We incorporate responsible investment considerations into our investment manager selection, appointment and monitoring by being clear with prospective managers about our requirements from the outset and explaining our expectations through conversations and interactions.

As part of the selection process we routinely share our Responsible Investment Policy and ask for equivalent information from prospective managers to prompt a discussion / review of general alignment.  We follow-up with an RI Due Diligence Questionnaire which requires more detailed information on their current approach and how it is resourced/overseen, on any plans for further evolution and on their provision of information/reporting outputs to clients. Where managers are PRI signatories, we request their most recent transparency and assessment reports. Findings on RI/ESG approach and integration are included in the papers considered by our Investment Committee and inform final decision making on selection.

Our appointment process reflects the evaluation made during the selection stage and confirms our requirements for ESG integration and reporting, specifically reflecting that we are PRI and UK Stewardship Code signatories and require external managers to support us in the fulfilment of the commitments we have made. Our ongoing monitoring of managers is based on dialogue by our asset class teams and on a flow of reported information. Where required, we will support a direct dialogue between an external manager and our RI team to discuss issues or action points identified by our RI review and to ensure these will be resolved through review or further development to an agreed timescale. 


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 - Other asset classes with dedicated modules

RI implementation via external managers

Indirect - Selection, Appointment and Monitoring of External Managers

Closing module

12.2. Additional information. [Optional]


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