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Simon Fraser University

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » 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


ESG Objectives

          SRI fund considers four mega trends; climate change, resource constraints, population growth and aging population and
5 Environmental Themes; Efficiency, Cleaner Energy, Water Management, Environmental Services, Sustainable Transport
5 Social Themes; Sustainable Property & Finance, Safety, Quality of Life, Knowledge & Technology, Health
          typical SRI restrictions (environmental, people and animal)
          SRI fund follows integrated approach to sustainable and responsible investment combining positive and negative criteria. Positive criteria leads to investment in businesses that support the UN Sustainable Development Goals

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]