This report shows public data only. Is this your organisation? If so, login here to view your full report.

ISGAM AG

PRI reporting framework 2020

Export Public Responses
Pdf-img

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

          We increasingly review managers on at least integration of ESG in their investment process.  Until now we only require specific exclusions and a clear ESG related strategy for our specific SRI portfolio funds.
        
          We increasingly review managers on actively egaging with companies invested in.  Until now we only require specific engagement targets for our specific SRI portfolio funds.
        
          We increasingly review managers on actively voting their proxies with companies invested in.  Until now we only require specific voting targets for our specific SRI portfolio funds.
        
          We increasingly review managers on actively voting their ESG guidelines and standards.  Until now we only require specific ESG targets for our specific SRI portfolio funds.
        

Incentives and controls

Reporting requirements

Benchmark

          AGG US (for USD)
Global AGG (for other currencies)
        

ESG Objectives

          we increasingly review managers on ESG integration
        

Incentives and controls

Reporting requirements

Benchmark

          AGG US for USD
Global AGG for other currencies
LD03TRUU Index for Investment Grade
        

ESG Objectives

          We increasingly evaluate expernal managers on ESG integration
        
          We increasingly evaluate external managers on the form's commitment to ESG guidelines and principles
        

Incentives and controls

Reporting requirements

Benchmark

          HYG US for High Yield 
LD03TRUU Index for Investment Grade
        

ESG Objectives

          We increasingly evaluate external managers on ESG integration
        
          We increasingly evaluate external managers on the firm's commitment to ESG guidelines and principles
        

Incentives and controls

Reporting requirements

Benchmark

          3 month USD Libor (USD)
3 month Euribor (EUR)
3 month GBP Libor (GBP)
        

ESG Objectives

          We only use 1 securitised fund.  We have only vetted the ESG commitments of the management company, so far.
        

Incentives and controls

Reporting requirements

Benchmark

          Credit Suisse AllHedge Index (SECTAH Index)
        

ESG Objectives

          We use a private Equity External manager that specifically integrates ESG objectives and standards in the investment process.
        
          We use a private Equity External manager that closely engages with companies in the investment process,
        
          We use a private Equity External manager that has clear ESG guidelines and principles
        

Incentives and controls

Reporting requirements

Benchmark

          Credit Suisse AllHedge Index (SECTAH Index)
        

ESG Objectives

          We use an external manager for property investment that integrates ESG
        
          We use an external manager for proprty investment that is committed to ESG best practices at both the firm and the fund level
        

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]

          
        

Top