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UniSuper Management Pty Limited

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

          Ex tobacco for the relevant investment universe if appropriate
        

ESG Objectives

          Stocks must be voted
        

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]

          All managers have an appropriate benchmark that they are monitored to. This is a financial return benchmark - we will then require ad-hoc ESG reporting - both on process and on specific issues related to investee companies.
Some managers will have performance fees associated with performance above their benchmark. Where appropriate, the benchmark will be ex-tobacco, as that is the screen that we have in place across the fund.
        

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