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United Church Funds

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

ESG Objectives

          we provide our screening lists to our separately managed accounts
        
          If we don't do the voting on our own, we ask that managers vote according to our policies
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Our Fixed Income managers are all vocal proponents of using responsible investment measures to make investment decisions.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          we provide our exclusions list to our corporate fixed income managers
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          One of our securitized managers creates an annual impact report on ESG improvements in its investments.
        

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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