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Certior Capital

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 always insist that our managers have defined RI policy of their own and they provide us with a copy of that
        
          We always include on side letters a restricted (unethical) investments list including pornography, military weapons etc.
        
          During our due diligence we interview our potential managers and ask how they integrate their responsible investment policy as a part of their investment process by using e.g. ESG check lists, external consultants etc.)
        
          We carry out continuously dialogue with our managers. We also are participating in AGMs and are also quite often represented in advisory boards where we also contribute on ESG matters
        
          When needed in AGMs or Advisory Boards we use our votes on ESG matters as well.
        
          We encourage managers to join PRI and carry out ESG enquiries in our investee funds and managers
        
          ESG specific improvements are as a part of our regular monitoring process.
        

Incentives and controls

Reporting requirements

04.3. Indicate which of these actions your organisation might take if any of the requirements are not met

          If nothing mentioned above lead to a satisfactory solution, we could sell our stake in a fund on secondary markets
        

04.4. Provide additional information relevant to your organisation`s appointment processes of external managers. [OPTIONAL]

          
        

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