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Momentum Metropolitan Life Ltd

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

          One of the investment mandates we are invested with applies the MSCI ESG Research methodology to the JSE SWIX benchmark.  In other words, the SWIX has an MSCI ESG screening overlay.
        

ESG Objectives

          Appointed investment managers adopt our responsible investment policy.  Our responsible investment policy requires the incorporation of ESG factors into investment considerations.
        
          Appointed investment managers adopt our responsible investment policy. Our responsible investment policy requires engagement when material ESG concerns occur.
        
          Appointed investment managers adopt our responsible investment policy. We are in the process of taking back the voting responsibilities from appointed external investment managers.  New investment agreements will specify that MML Ltd will vote directly on resolutions.
        
          Appointed investment managers adopt our responsible investment policy. The responsible investment policy will encourage responsible investment practices.
        
          Appointed investment managers adopt our responsible investment policy. Within the responsible investment policy we specify the PRI principles and the code for responsible investment in South Africa (CRISA)
        

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]

          
        

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