This report shows public data only. Is this your organisation? If so, login here to view your full report.

IAG & NRMA Superannuation pty Limited (Delisted)

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 Trustee believes that ESG issues can affect investment returns to varying degrees across companies, sectors, regions and asset classes over time.  The ESG Investment Policy is directed at encouraging positive ESG behaviour where the Trustee believes such behaviour can have a favourable effect on investment performance.  The Trustee monitors the Policy in its fiduciary capacity.  

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]

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.

URL/Attachment

URL/Attachment

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.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Conflicts of Interest Policy covers all potential conflicts, not just investment-related conflicts.

03.3. Additional information. [Optional]

There is a policy that covers all conflicts of interest, but not a specific policy for investments.


SG 04. Identifying incidents occurring within portfolios (Private)


Top