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Pegaso - Fondo pensione complementare

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

          Usually companies with the lowest score in ESG compliance are excluded
        
          Assist the fund in engagement activity, from selection of target companies to letter writing
        
          Disclose to the fund if and how the manager has voted in general meetings of companies held in portfolio
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Usually companies with the lowest score in ESG compliance are excluded
        
          Assist the fund in engagement activity, from selection of target companies to letter writing
        
          Disclose to the fund if and how the manager has voted in general meetings of companies held in portfolio
        

Incentives and controls

Reporting requirements

Benchmark

ESG Objectives

          Usually companies with the lowest score in ESG compliance are excluded
        
          Assist the fund in engagement activity, from selection of target companies to letter writing
        
          Disclose to the fund if and how the manager has voted in general meetings of companies held in portfolio
        

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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