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PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories

08.1. Describe how you ensure that best RI practice is applied to managing your assets

Measures

          Ability to implement LGS investment restrictions, responsiveness to ESG related information requests, knowledge of ESG issues, engagement with portfolio companies on ESG issues
        

Measures

          We use the same proprietary methodology to remove managers. When measuring ESG integration, all relevant factors are taken into consideration as well as track record of returns. This is a systematic and objective process.
        

08.2. Additional information. [Optional]


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          Annual review of all international listed equities managers
        
Conducted by
Asset class
Scope and process

As part of our Annual Review of all International Listed Equities Managers we applied our proprietary ESG ratings model to all international listed equity managers. We review ESG integration processes and in this way we are able to guage the level of active engagement, incorporation of issues that pertain to specific sectors and how these will impact stock weightings. This is one part of a comprehensive process which looks at all aspects of Policy, Integration, Innovation, Active Ownership and ESG Quality.  

Qualitative ESG aspects are converted to quantitative scores. We then correlate this with investment performance over time and have built data sets to prove the hypothesis that good ESG integration can lead to long term sustainable performance. 

Outcomes

We are seeing promising results that indicate the adoption of a holistic ESG risk framework approach can deliver a higher probability of long term sustainable performance. 

Topic or issue
          Annual review of all Private Equity Managers
        
Conducted by
Asset class
Scope and process

On an annual basis we review the ESG integration process of all managers based on propritary methodology . This is correlated with investment return to prove the hypothesis that good ESG integration can lead to long term sustainable performance. 

Outcomes

ESG integration can lead to long term sustainable performance. Whilst still evolving we can see correlation between leader returns and comprehensive ESG integration. 

09.2. Additional information.


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