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PRI reporting framework 2020

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Organisational Overview
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] Objectives and strategies [SG 05 - 06] 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]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Property
Overview [PR 01] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Direct - Infrastructure
Overview [INF 01 - 02] Pre-Investment (Selection) [INF 05 - 09] Selection, appointment and monitoring of third-party infrastructure operators [INF 10] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Strategy and Governance » Asset class implementation not reported in other modules

Asset class implementation not reported in other modules

SG 16. ESG issues for internally managed assets not reported in framework

Describe how you address ESG issues for internally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved
Fixed income - SSA

Internal management or directly held assets are assessed in the same way we assess external managers.  An ESG RFP/questionnaire is completed during the due diligence phase.  Meetings are held to discuss the responses and an overall rating and view of the ESG risks and opportunities of an asset or manager are assessed and considered as part of the investment case.  Regular review and monitoring is also undertaken. Reporting frameworks are also in place.

Cash

Internal management or directly held assets are assessed in the same way we assess external managers.  An ESG RFP/questionnaire is completed during the due diligence phase.  Meetings are held to discuss the responses and an overall rating and view of the ESG risks and opportunities of an asset or manager are assessed and considered as part of the investment case.  Regular review and monitoring is also undertaken. Reporting frameworks are also in place.

Other (1) [as defined in Organisational Overview module]

Internal management or directly held assets are assessed in the same way we assess external managers.  An ESG RFP/questionnaire is completed during the due diligence phase.  Meetings are held to discuss the responses and an overall rating and view of the ESG risks and opportunities of an asset or manager are assessed and considered as part of the investment case.  Regular review and monitoring is also undertaken. Reporting frameworks are also in place.

16.2. Additional information [Optional].

SG 17. ESG issues for externally managed assets not reported in framework

17.1. Describe how you address ESG issues for externally managed assets for which a specific PRI asset class module has yet to be developed or for which you are not required to report because your assets are below the minimum threshold.

Asset Class

Describe what processes are in place and the outputs or outcomes achieved
Hedge funds - DDQ

Select whether you use the PRI Hedge Fund DDQ

Hedge funds

Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance.  As a part of manager appointment process they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.  PRI Guides have been used as an input into our overall questionnaire.

Cash

Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance.  As a part of manager appointment process they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.

Other (1) [as defined in Organisational Overview module]

Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance.  As a part of manager appointment process they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.

17.2. Additional information.

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