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OAKK B.V.

Service Providers Framework 2019

You are in Investment Consultancy » Manager selection and monitoring

Manager selection and monitoring

IC 12. ESG in manager selection, appointment and monitoring

12.1. Indicate whether you incorporate ESG factors into your manager selection and monitoring services.

Manager selection service

Manager monitoring service

12.3. Additional information. [OPTIONAL]


SELECTION

IC 13. Manager selection activities

13.1. Indicate what activities you undertake during the process of selecting a manager.

Research and screening

Strategy

ESG people/oversight

Process/portfolio construction

Selection process and reviewing documentation

13.2. Indicate whether you use any of the following scores or targets in your manager selection process.

13.3. Additional information. [OPTIONAL]


IC 14. Incorporating asset owners’ investment principles in selection of manager

14.1. Describe how you incorporate asset owners' investment principles into the manager selection process.

          door bepaalde sectoren uit te sluiten of te beperken waarvan asset owners hebben aangegeven hierin niet te willen beleggen
        

14.2. Additional information. [OPTIONAL]


IC 15. ESG in selection due diligence

15.1. Briefly describe how you include ESG factors in your due diligence process for manager selection.

          weergave beleid ESG/RI. weergave door portfolio managers wat hun benadering is van baseline screens: screens, defined categories, data provider, measure en rationale.
        

15.2. Additional information. [OPTIONAL]


IC 16. Monitoring investment managers on ESG

16.1. Indicate whether you set any of the following to measure compliance/progress, or use the following information to review and evaluate the investment manager.

Setting measures for the investment manager as part of the monitoring process

Reviewing and evaluating information from the investment manager as part of the monitoring process

16.2. Describe how you raise and manage concerns when monitoring investment managers on ESG factors.

          in meetings en calls wordt de progressie m.b.t. ESG factoren besproken.
        

16.3. Additional information. [OPTIONAL]


IC 17. Reporting back to asset owners

17.1. Indicate whether you report back to asset owners on your manager selection and/or monitoring activities.

17.3. If no, please explain why not.

          nog geen beleid m.b.t. rapportage opgesteld, nog geen rapportage format
        

17.4. Additional information. [OPTIONAL]


IC 18. Demonstrating value on manager selection, appointment and monitoring

18.1. Describe how you measure, track or otherwise demonstrate your value on manager selection and monitoring services.

          status managers in beleggingscategorie ten opzichte van peer groep
        

18.2. Additional information. [OPTIONAL]


IC 19. ESG in manager selection, appointment and monitoring (Private)


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