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PRI reporting framework 2020

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]

Indirect – Manager Selection, Appointment and Monitoring

Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]

Confidence building measures

Confidence building measures [CM1 01 - 07]

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Objectives and strategies

SG 05. RI goals and objectives

05.1. Indicate if and how frequently your organisation sets and reviews objectives for its responsible investment activities.

Quarterly or more frequently

Biannually

Annually

Less frequently than annually

Ad-hoc basis

It is not set/reviewed

05.2. Additional information. [Optional]

SG 06. Main goals/objectives this year

06.1. List the main responsible investment objectives that your organisation set for the reporting year.

Responsible investment processes

Provide training on ESG incorporation

Provide training on ESG engagement

Improved communication of ESG activities within the organisation

Key performance indicator

          Promote trustee activities by increasing the frequency of the communication to members and the coordination with the sponsor

Progress achieved

New communication plan and new communications frequency started

Improved engagement to encourage change with regards to management of ESG issues

Improved ESG incorporation into investment decision making processes

Other, specify (1)

Other, specify (2)

Other, specify (3)

None of the above

Financial performance of investments

Increase portfolio performance by consideration of ESG factors

Other, specify (1)

Other, specify (2)

Other, specify (3)

None of the above

ESG characteristics of investments

Over or underweight companies based on ESG characteristics

Improve ESG ratings of portfolio

Setting carbon reduction targets for portfolio

Key performance indicator

          Consider carbon reduction targets to align with sponsor company objectives

Progress achieved

New carbon footrpint to be required to the fiduciary manager

Other, specify (1)

Other, specify (2)

Other, specify (3)

None of the above

Other activities

Joining and/or participation in RI initiatives

Key performance indicator

          Increase the number of Clearinghouse initiatives supported.

Progress achieved

Investor statement on deforestation and forest fires in the Amazon

Investor Statement on Bangladesh

Encouraging others to join a RI initiative

Documentation of best practice case studies

Using case studies to demonstrate engagement and ESG incorporation to clients

Other, specify (1)

Other, specify (2)

Other, specify (3)

None of the above

06.2. Additional information.

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