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CBUS Superannuation Fund

PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 01. ESG incorporation strategies

01.1. Indicate which of the following ESG incorporation strategies you require your external manager(s) to implement on your behalf for all your listed equity and/or fixed income assets:

Active investment strategies

Active investment strategies

Listed Equity
FI - SSA
FI - Corporate (non-financial)
FI - Securitised

Screening

Thematic
Integration
None of the above

Passive investment strategies

Passive investment strategies
Listed Equity
FI - SSA

Screening

Thematic
Integration
None of the above

01.2. Additional information. [Optional]

Cbus requires all active and passive listed equities and fixed income corporate (non-financial) fund managers to apply exclusions of tobacco and cluster munitions. For alternative beta strategies we also request exclusion of MSCI red flag companies.

SSA integration - with regards to sovereign bonds, Cbus utilises multiple third party ESG risk analytics including country risk ratings in order to assess the ESG risk exposure of counties within the benchmark. Further investigation maybe required where counties with high ESG risk ratings are identified.

SSA thematic - Cbus has participated in the National Housing Finance and Investment Corporation (NHFIC) bond issuance whereby the sole purpose of funds raised by the bond will be loaned to community housing providers (CHPs) to support the financing of over 2000 properties across Victoria, NSW, Queensland, Western Australia, and South Australia, including supporting the supply of more than 360 new social and affordable dwellings. This is a sole purpose social bond transaction. The approach to investment included a review of the expected positive social impact alongside expected investment returns.


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