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Medical Assurance Society New Zealand

PRI reporting framework 2020

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

Outputs and outcomes

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. Provide examples of how ESG issues have been addressed in the manager selection, appointment and/or monitoring process for your organisation during the reporting year.

Topic or issue
          ESG Leaders strategy
        
Conducted by
Asset class
Scope and process

Mandate of global equities core portfolio was renegotiated to extended to a customised ESG Leaders strategy - modelled on the MSCI ESG Leaders Index, but customsied for MAS specific exclusions.

Outcomes

New strategy adopted. Improved portfolio ESG score.
 

Topic or issue
          Australasian equities proxy voting ﹠ engagement
        
Conducted by
Asset class
Scope and process

The incumbent manager could not deliver the level of active ownership required. A specialist proxy voting company was engaged to provide the required service.

Outcomes

Active ownership objectives achieved without having to replace the incumbent investment manager.

09.2. Additional information.


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