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Union Mutualiste Retraite

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

          Sector exclusions: anti-personnel and cluster ammunitions
        
          We require our LE managers to approve our voting policy
        

Incentives and controls

Reporting requirements

Benchmark

          UMR has engaged to reduce the carbon footprint of its main fixed income portfolio by 25% during the period 2015-2025.
        

ESG Objectives

          UMR has engaged to reduce the carbon footprint of its main fixed income portfolio by 25% during the period 2015-2025.
        
          Sector exclusions: alcohol, tobaco, gambling, prostitution, anti-personnel and cluster ammunitions
        
          For each investment in our main fixed income portfolio, companies must have an ESG  notation and to be followed for potential controvercies.
        

Incentives and controls

Reporting requirements

Benchmark

          UMR has engaged to reduce the carbon footprint of its main fixed income portfolio by 25% during the period 2015-2025.
        

ESG Objectives

          UMR has engaged to reduce the carbon footprint of its main fixed income portfolio by 25% during the period 2015-2025.
        
          Sector exclusions: alcohol, tobaco, gambling, prostitution, anti-personnel and cluster ammunitions
        
          For each investment in our main fixed income portfolio, companies must have an ESG  notation and to be followed for potential controvercies.
        

Incentives and controls

Reporting requirements

Benchmark

          UMR has engaged to reduce the carbon footprint of its main fixed income portfolio by 25% during the period 2015-2025.
        

ESG Objectives

          UMR has engaged to reduce the carbon footprint of its main fixed income portfolio by 25% during the period 2015-2025.
        
          Sector exclusions: alcohol, tobaco, gambling, prostitution, anti-personnel and cluster ammunitions
        
          For each investment in our main fixed income portfolio, companies must have an ESG  notation and to be followed for potential controvercies.
        

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]

          
        

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