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BT Funds Management (NZ) Limited

PRI reporting framework 2020

You are in Confidence building measures » Confidence building measures

Confidence building measures

CM1 01. Assurance, verification, or review

01.1. Indicate whether the reported information you have provided for your PRI Transparency Report this year has undergone:

01.2. Additional information [OPTIONAL]

          
        

CM1 02. Assurance of last year`s PRI data

02.1. We undertook third party assurance on last year’s PRI Transparency Report

02.3. Additional information [OPTIONAL]

          
        

CM1 03. Other confidence building measures

03.1. We undertake confidence building measures that are unspecific to the data contained in our PRI Transparency Report:

03.4. Describe the process of external/third party ESG audit of holdings, including which data has been assured.

BTNZ undertook an annual holding based ESG analysis of all portfolios to determine and understand the ESG characteristics of the portfolios. This was conducted through the Sustainalytics ESG Portfolio Analytics reporting system. The output reports provided BTNZ with an overall weighted average ESG score and a score for environment, social and governance factors versus the benchmarks for all portfolios. It also showed how each sector is contributing to the overall scores, the top and bottom performing companies in terms of their overall environmental, social and governance scores, and the most controversial exposures we own. This information provided an initial snapshop of where the portfolios are positioned from an ESG perspective and where the key ESG risks are.

03.5. Additional information [OPTIONAL]

          
        

CM1 04. Assurance of this year`s PRI data

04.1. Do you plan to conduct third party assurance of this year`s PRI Transparency report?

04.3. Additional information [OPTIONAL]

          
        

CM1 05. External assurance (Not Applicable)


CM1 06. Assurance or internal audit (Not Applicable)


CM1 07. Internal verification

07.1. Indicate who has reviewed/verified internally the whole - or selected data of the - PRI Transparency Report . and if this applies to selected data please specify what data was reviewed

Who has conducted the verification

07.2. Additional information [OPTIONAL]

          
        

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