This report shows public data only. Is this your organisation? If so, login here to view your full report.

Partners Group AG

PRI reporting framework 2020

Export Public Responses
Pdf-img

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

          In our side letters, we include sections:
1. Confirming that the GP will not invest in cluster munitions or anti-personal mines,
2. Asking for notification if the GP wishes to invest in a restricted investment, and the right to be excluded or excused from such investment,
        
          In our side letters, we include a section confirming the GP will take the ESG principles into account by identifying and assessing ESG risks from an investment, reputational and legal perspective
        
          In our side letters, we include a section to assure GPs pay particular attention to international and local laws in certain areas such as on human rights, corruption, environmental, and to the application of ESG criteria to the investment activities.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          In our side letters, we include a section asking for notification if the GP wishes to invest in a restricted investment, and the right to be excluded or excused from such investment.
        
          In our side letters, we include a section confirming the GP will take the ESG principles into account by identifying and assessing ESG risks from an investment, reputational and legal perspective
        
          In our side letters, we include a section to assure GPs pay particular attention to international and local laws in certain areas such as on human rights, corruption, environmental, and to the application of ESG criteria to the investment activities.
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          In our side letters, we include a section asking for notification if the GP wishes to invest in a restricted investment, and the right to be excluded or excused from such investment.
        
          In our side letters, we include a section confirming the GP will take the ESG principles into account by identifying and assessing ESG risks from an investment, reputational and legal perspective
        
          In our side letters, we include a section to assure GPs pay particular attention to international and local laws in certain areas such as on human rights, corruption, environmental, and to the application of ESG criteria to the investment activities.
        

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]

          
        

Top