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Keva

PRI reporting framework 2020

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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 benchmarks apply to some of our passive investments which follow ESG indexes.
        

ESG Objectives

          Managers need to adhere to our exclusion policy which covers inhumane weapons.
        

Incentives and controls

Reporting requirements

Benchmark

          The benchmarks used are standard amount-weighted indices for fixed income. Our objective is to outperform the chosen benchmarks over a long horizon.
        

ESG Objectives

          Managers need to adhere to our exclusion policy which covers inhumane weapons.
        

Incentives and controls

Reporting requirements

Benchmark

          The benchmarks used are standard amount-weighted indices for fixed income. Our objective is to outperform the chosen benchmarks over a long horizon.
        

ESG Objectives

          Managers need to adhere to our exclusion policy which covers inhumane weapons.
        

Incentives and controls

Reporting requirements

Benchmark

          The benchmarks used are standard amount-weighted indices for fixed income. Our objective is to outperform the chosen benchmarks over a long horizon.
        

ESG Objectives

          Managers need to adhere to our exclusion policy which covers inhumane weapons.
        

Incentives and controls

Reporting requirements

Benchmark

          The benchmark used is an absolute return benchmark.
        

ESG Objectives

          ESG Objectives: The exclusion list applies to external equity and fixed income only but the survey won't let us proceed if we don't tick a box for Private Equity as well.
        

Incentives and controls

Reporting requirements

04.3. Indicate which of these actions your organisation might take if any of the requirements are not met

          External FI Investments &
External Equity Investments &
Private Equity Investments: 
Review and discuss the performance and its drivers in more detail with the asset manager.
        

04.4. Provide additional information relevant to your organisation`s appointment processes of external managers. [OPTIONAL]

          
        

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