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Pendal

PRI reporting framework 2020

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Communication

SG 19. Communication

19.1. Indicate whether your organisation typically discloses asset class specific information proactively. Select the frequency of the disclosure to clients/beneficiaries and the public, and provide a URL to the public information.

Listed equity - Incorporation

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL
Disclosure to clients/beneficiaries

Disclosure to public and URL

Disclosure to clients/beneficiaries

Listed equity - Engagement

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL
Disclosure to clients/beneficiaries

Disclosure to public and URL

Disclosure to clients/beneficiaries

Listed equity – (Proxy) Voting

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL
Disclosure to clients/beneficiaries

Disclosure to public and URL

Disclosure to clients/beneficiaries

Fixed income

Do you disclose?

The information disclosed to clients/beneficiaries is the same

Disclosure to public and URL
Disclosure to clients/beneficiaries

Disclosure to public and URL

Disclosure to clients/beneficiaries

19.2. Additional information [Optional]

Our Ethical and Sustainable Series funds have detailed explanations of RI incorporation strategies used made publicly available through the Responsible Investment Association Australasia (RIAA) RI Certification program. For more info, see here: https://www.responsiblereturns.com.au/investment-managers/pendal-group/profile 

Further, public fund documentation (such as Additional PDS and Information Memorandums) for our Ethical and Sustainable Series funds also provides detailed explanation of RI strategies used. Higher level detail is also provided in each fund's Monthly Factsheet, made publicly available on our website: https://www.pendalgroup.com/products/asset-class/responsible-investment-funds 


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