Public HTML RI reports - PRI reporting framework 2020

MAKALANI MANAGEMENT COMPANY (PTY) LTD

PRI reporting framework 2020

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Innovation [SG 18] Communication [SG 19]

Direct - Fixed Income

ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

You are in Organisational Overview » Checks

Checks

OO Checks. Requirement Validation Checks

Once you have finished all previous questions in this module, this page will show the results of validation checks for any conflicting responses, or present messages where we need your confirmation.

If there are any messages below, please review them before continuing. If there are no messages below, please save this page and continue.

Confirmation required:
You reported in OO 04.4 that the AUM subject to an execution or advisory approach (e.g. consulting on but not making investment decisions) is larger than your assets under management reported in OO 04.2. You may wish to reach out to info@unpri.org to discuss whether your organisation should sign up your execution and advisory services as a separate PRI signatory entity in order to report in these services.

I have reviewed my response to OO 04.4 and it is correctly reported.

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