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BT Financial Group

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 

          To manage the portfolio in accordance with the ESG Exclusions.
        
          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Requirements around the voting process, including voting policy and management of conflicts of interest, and reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.

Incentives and controls

Reporting requirements

Benchmark 

          Bloomberg AusBond Composite Bond 0+ Yr Index SM
Bloomberg Barclays Global Aggregate Bond Index (fully hedged) in Australian dollars

ESG Objectives 

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.

Incentives and controls

Reporting requirements

Benchmark 

          Bloomberg AusBond Composite Bond 0+ Yr Index SM
Bloomberg Barclays Global Aggregate Bond Index (fully hedged) in Australian dollars

ESG Objectives 

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.

Incentives and controls

Reporting requirements

Benchmark 

          Bloomberg AusBond Composite Bond 0+ Yr Index SM
Bloomberg Barclays Global Aggregate Bond Index (fully hedged) in Australian dollars

ESG Objectives 

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.

Incentives and controls

Reporting requirements

Benchmark 

          Bloomberg AusBond Composite Bond 0+ Yr Index SM
Bloomberg Barclays Global Aggregate Bond Index (fully hedged) in Australian dollars

ESG Objectives 

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.

Incentives and controls

Reporting requirements

Benchmark 

          FTSE EPRA/NAREIT Developed hedged in AUD Net TRI Index

ESG Objectives 

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Requirements around the voting process, including voting policy and management of conflicts of interest, and reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.

Incentives and controls

Reporting requirements

Benchmark 

          Not applicable

ESG Objectives 

          Incorporating ESG considerations into investment decision-making and investment management; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes.
        
          Report on consideration of climate change risk.

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] 

          Responses across the fixed interest categories are consistent as we hire investment managers to manage across these categories.
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