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FONDO DE PENSIONES EMPLEADOS DE TELEFÓNICA

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.


The Board considers that the ESG factors are relevant in its investment process and also influence the results of its investments. On the other hand the Fund is an active owner and exercises the vote in those investments in which th Fund can.

The Board also considers it essential to analyze the total portfolio based on international laws and regulations.

At the same time, the Board will be informed at least once a year of the evolution of the following basic indicators, which will allow the realization of a specific periodic monitoring and control of the implementation of the SRI policy.

 

 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

A vocation for improvement in the development of ESG aspects is maintained and that is why the portfolio is already monitored, obtaining an ESG scoring, which allows to know the coverage percentage and SRI rating.

The ESG criteria are also integrated into the investment process, allowing the Pension Fund Manager to know the extrafinancial valuation of the asset before the investment.

 

 

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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