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Momentum Metropolitan Life Ltd

PRI reporting framework 2020

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Promoting responsible investment

SG 09. Collaborative organisations / initiatives

09.1. Select the collaborative organisation and/or initiatives of which your organisation is a member or in which it participated during the reporting year, and the role you played.

Select all that apply

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Signatory since 2006.

Attend conferences.

Listen into PRI webinars.

Provided a case study for the best practice report on 'Guidance and Case Studies for ESG Integration: Equities and Fixed Income.

Participated in an interview for the CFA-PRI report on 'ESG Integration in Europe, the Middle East, and Africa: Markets, Practices, and Data.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The investment team supports the CRISA principals.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

The Momentum Ashburton Impact Money Market fund is listed on this platform.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Member of the ICGN.

Your organisation’s role in the initiative during the reporting period (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

MML Ltd is the main life license of the MMLGroup, and is a wholly owned subsidiary of MMH Ltd.  The integrated report of MMH Ltd is prepared according to the IIRC framework.

          ASISA
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

ASISA covers a broad range of financial services across many aspects of our South African business. We are therefore an active participant at various levels, including participation by MMHs CEO on the Board, Board Committees with MMI's executives, and the various standing and working committees with representation by technical experts within MMH

Our Chief Investment Officer serves on the ASISA Investment Board Committee and our ESG analyst serves on the ASISA Responsible Investment Committee.

          The South African Insurance Association (SAIA)
        

Your organisation’s role in the initiative during the reporting year (see definitions)

Provide a brief commentary on the level of your organisation’s involvement in the initiative. [Optional]

Guardrisk and MSTI are both active members of the association for short-term insurers. Guardrisk’s CEO is a Board and Executive committee member and staff members of both businesses are members of various technical subcommittees and working groups. The SAIA is an important stakeholder in the South African economy and therefore plays a vital role in assisting to ensure the sustainability of the local economy. 


SG 09.2. Assets managed by PRI signatories (Private)


SG 10. Promoting RI independently

10.1. Indicate if your organisation promotes responsible investment, independently of collaborative initiatives.

10.2. Indicate the actions your organisation has taken to promote responsible investment independently of collaborative initiatives. Provide a description of your role in contributing to the objectives of the selected action and the typical frequency of your participation/contribution.

Description

          Training provided to different stakeholders of MML Ltd by the responsible investment team.  The training is custom designed to specifically focus on the area being trained to ensure it makes practical sense in their world.  Examples of such different stakeholders are retail trustees, call centres, sub-investment team, shared services such as risk and finance.
        

Frequency of contribution

Description

          Provided a case study for the CFA and PRI report 'Guidance and Case Studies for ESG Integration: Equities and Fixed Income.  Also participated in an interview for the CFA and PRI report 'ESG Integration in Europe, The Middle East, and Africa: Markets, Practices, and Data.
        

Frequency of contribution

Description

          The responsible investment team request better transparency and disclosure through their company engagements in the market.  The investment team also request better transparency and disclosure on responsible investment practices from our externally appointed fund managers.
        

Frequency of contribution

Description

          - 13th Corporate Governance Conference: Corporate Governance Lessons from the Financial Crisis in Africa, and
- Investment Masterclass for Trustees & Directors
Sustainable Investments in Context
● Sustainable Investments and Institutional Investors in Africa and globally — Overview of Current
Status and Developments
● The Performance of Sustainable Investments — An Overview
● Understanding Investment Stewardship And Governance
Different Approaches to Sustainable Investment and Specific Asset Classes
● Introduction to Different Approaches to Sustainable Investment
○ Exclusions with a case study
○ Best-in-Class Approach
○ ESG Integration Approach
■ Enhancing the Investment Process through ESG Integration
■ Optimised Geographical Asset Allocation Thanks to ESG Integration
■ The Role of ESG Integration in Emerging Market Investments
● Exercising Voting Rights
● Shareholder Engagement —Dialogue with Companies
● Sustainable Thematic Investments - SDGs
● Impact Investing
● Investments for Development
● Green Bonds
● Sustainable Infrastructure Investments
● Sustainable Private Equity Investments
● Sustainable Real Estate
Special Themes
● Climate Change and Associated Risks for Investors
● The Role of Indices in Sustainable Investment
● Transparency of Sustainable Investments
Steps to Implementation
● Implementing a Sustainable Investment Policy—A Practical Guide
        

Frequency of contribution

Description

          We are in the process of allocating a RI rating to our appointed investment managers.   The investment managers receive a higher RI rating if they are a PRI signatory.
        

Frequency of contribution

Description

          Wrote the following articles and a radio interview:
- Celebrate Heritage day even in the way you invest – Linkedin
- Radio interview with Ryk van Niekerk:  Climate resolution of Standard Bank
- Collective Insights:  Scammers Guide 
- FANEWS June:  How should financial advisors describe sustainable investing to clients?
- FANEWS, IOL, The Citizen, Cape Argus:  SA environmentally-conscious youth urged to invest responsibly
        

Frequency of contribution

Description

          Member of ASISA Responsible Investment Committee
        

Frequency of contribution

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

 

 


SG 11. Dialogue with public policy makers or standard setters (Private)


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