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Caisse de retraite du groupe Pictet

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

          Integrate extra-financial data (ESG) in the valuation of companies
        
          Engage with companies when material issues (financial and extra-financial) have been identified
        
          We vote on 100% of the securities held in actively managed funds and on 80% of the market cap in passively managed funds.
        

Incentives and controls

Reporting requirements

Benchmark

          FTSE WGBI
        

ESG Objectives

          Integrate extra-financial data in the valuation of securities
        
          We engage with selected sovereign issuers as well as corporate issuers on material issues.
        
          Systematic voting when a corporate action enables participation
        

Incentives and controls

Reporting requirements

Benchmark

          Fixed rate objective
        

ESG Objectives

          We've sent an ESG questionnaire to our external managers.
        
          We've sent a message to our external managers that we expect them to adopt responsible investing best practices.
        
          New manager selected targets above industry average ESG ratings for the property held in the 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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