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BT Funds Management (NZ) Limited

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 01. ESG incorporation strategies

01.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf for all your listed equity and/or fixed income assets:

Active investment strategies

Active investment strategies

Listed Equity
FI - SSA
FI - Corporate (financial)
FI - Corporate (non-financial)
FI - Securitised

Screening

Thematic
Integration
None of the above

01.2. Additional information. [Optional]

  • Screening of the investment universe is required consistent with BTNZ's exclusions framework (BTNZ provides IMs with a list of restricted securities to screen out, which is updated quarterly).
  • Additionally, we require all IMs to incorporate ESG factors into investment their decision making process. While there is no prescriptive process that fits all IMs, BTNZ relies on the IMs to integrate in a way that best matches their investment style.

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