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Medical Assurance Society New Zealand

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

          Global: MSCI ESG Leaders
        

ESG Objectives

          Replicate the benchmark, modified for customised MAS exclusions e.g. fossil fuels.
        
          Engage on ESG factors
        
          Vote all proxies. Use ESG factors to influence the voting decision.
        

Incentives and controls

Reporting requirements

Benchmark

          NZ: NZX Govt Bond Index. Global: Barclays Global Aggregate (hedged to NZD).
        

ESG Objectives

          Screen for certain exclusions: armaments, tobacco & fossil fuels.
        

Incentives and controls

Reporting requirements

Benchmark

          NZ: NZX Govt Bond Index. Global: Barclays Global Aggregate (hedged to NZD).
        

ESG Objectives

          Screen for certain exclusions: armaments, tobacco & fossil fuels.
        

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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