Awaiting your answer 51
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Organisational Profiling
0 / 9 verified
Answering these questions progressively unlocks the CORE questions they trigger.
- OP 1What is the end date of the 12-month period you have chosen to report for PRI reporting purposes?
- OP 2During the reporting year, was your organisation exclusively in the fundraising process and unable to report an assets under management (AUM) figure?
- OP 3What are your total assets under management (AUM) at the end of the reporting year? Provide the amount in USD.
- OP 4Provide a percentage breakdown of your total AUM at the end of the reporting year.
- OP 5Provide a further breakdown of your organisation's listed equity and/or fixed income AUM.
- OP 6Indicate if your organisation's externally managed AUM was in segregated mandates and/or pooled funds or investments.
- OP 7Indicate if your organisation held any investments in hedge funds or undertook hedge fund investment strategies during the reporting year.
- OP 8Indicate which asset classes are mandatory or voluntary for you to report on in asset class-specific indicators.
- OP 9Your organisation is in its voluntary reporting period: do you wish to make your PRI responses available to the public?
CORE
0 / 39 verified
CORE questions unlock automatically as their conditional logic is satisfied.
- SLA 1▪ Why does your organisation engage in responsible investment? ▪ What is your organisation's overall approach to responsible investment? ▪ What major responsible investment commitment(s) have you made?
- SLA 2▪ Describe and provide example(s) of your organisation's progress during the reporting year on the responsible investment issue you consider most relevant or material to your organisation or its assets. ▪ Reflect on your performance with respect to your organisation's responsible investment objectives, including any targets set out in the previous reporting cycle (if applicable), challenge(s) faced and alternative actions implemented if not able to achieve your objectives.
- SLA 3Which specific steps have your organisation outlined to advance your commitment to responsible investment in the next two years?
- PG 1Which elements are included in your formal responsible investment policy(ies)? Provide a link to your publicly available responsible investment policy(ies) or guidelines, where available.
- PG 2What proportion of your assets under management (AUM) is covered by the below elements of your responsible investment policy(ies)?
- PG 3What proportion of your asset under management (AUM) is covered by the below elements of your responsible investment policy(ies)?
- PG 4Which senior-level body(ies) or role(s) in your organisation have oversight over and accountability for implementing stated RI policy(ies) and responsible investment? Specify what these senior-level body(ies) are and, where applicable, select the elements of your responsible investment policy(ies) that the senior-level body(ies) have oversight and accountability for implementing.
- PG 5In your organisation, which internal or external staff are responsible for implementing your responsible investment policy(ies)? Specify who these internal or external staff are, and where applicable, select the elements of your responsible investment policy(ies) that the selected internal or external staff are responsible for implementing.
- PG 6Does your organisation have governance processes or structures to monitor that your engagement with policy makers and/or standard setters is aligned with your commitment to the principles of the PRI, including those conducted by third parties on your behalf?
- PG 7Does your organisation consider sustainability outcomes connected to its investment activities where relevant? If so, which widely recognised framework does your organisation use? All investment activities can be connected to positive and negative outcomes. An organisation's intended and unintended sustainability outcomes may include, for example, greenhouse gas emissions or actual and potential negative human rights outcomes for people.
- IA 1Does your organisation have a process to identify financially material sustainability and governance-related issues across asset classes?
- IA 2Does your organisation have formal processes in place to monitor whether its investments are involved in sustainability and governance-related controversies and/or incidents?
- IA 3Does your organisation assess financially material risks and opportunities related to climate, human rights and/or nature?
- IA 4During the reporting year, which of the following climate-related metrics or variables affecting your investments did your organisation use?
- IA 5Provide example(s) of how you have identified material sustainability and governance-related issues that could affect the value of your investments during the reporting year.
- IDM 1How do financially material sustainability and governance-related issues contribute to your stock and/or security selection, portfolio construction and/or benchmark selection process?
- IDM 2How are financially material sustainability and governance-related issues factored into your investment decision-making process?
- IDM 3For your passively managed assets, what is your approach to incorporating sustainability or governance considerations into the design of new strategies (and indices)?
- SPS 1Did your organisation engage with policy makers and/or other stakeholders directly or through third parties as part of your responsible investment approach during the reporting year?
- SPS 2During the reporting year, what methods did you, or the external investment managers or service providers acting on your behalf, use to engage with policy makers and/or other stakeholders as part of your responsible investment approach?
- SPS 3During the reporting year, what steps did your organisation take, in line with international standards, to prioritise human rights due diligence and/or remediate actual and potential negative outcomes for people connected to your investment activities?
- SIA 1Does your organisation conduct stewardship activities with its investees and/or assets?
- SIA 2For the majority of votes cast over which you have discretion, which of the following best describes your decision-making approach regarding shareholder resolutions (or that of your external service provider(s) if decision-making is delegated to them)?
- SIA 3After voting has taken place, do you publicly disclose your (proxy) voting decisions or those made on your behalf by your external service provider(s)? Are these disclosures listed by company and in a central source?
- SIA 4After voting has taken place, did your organisation and/or the external service provider(s) acting on your behalf, communicate the rationale for your voting decisions during the reporting year?
- SIA 5For private market assets, how does your organisation address financially material sustainability and governance-related risks and opportunities during the holding period?
- SIA 6Provide example(s) of stewardship activity(ies) that your organisation conducted during the reporting period and how any activity is related to your stewardship objectives.
- SAM 1When selecting and monitoring external investment manager(s), does your organisation consider the manager's approach to incorporating financially material sustainability and governance-related issues in the investment process?
- SAM 2During the reporting year, what responsible investment aspects did your organisation, or the service provider acting on your behalf, review and evaluate when selecting external investment manager(s) or allocating new mandates to existing managers?
- SAM 3During the reporting year, which responsible investment aspects does your organisation, or the service provider acting on your behalf, explicitly include in clauses within contractual agreements of segregated mandates with external managers? Indicate the proportion of your total segregated mandates to which each of the requirement applies.
- SAM 4For your externally managed assets, which aspects of your external investment managers' responsible investment practices did your organisation, or the service provider acting on your behalf, monitor during the reporting year?
- SAM 5For your passively managed assets, what approach does your organisation, or the service provider acting on your behalf, take to incorporate sustainability or governance considerations into the design of new strategies (and indices)?
- CO 1Does your organisation (or external service providers or external managers acting on your behalf) work with other investors, investees and/or other stakeholders to achieve your responsible investment objectives?
- CO 2Provide example(s) of your organisation's involvement in collaborative initiative(s). Select only the asset class(es) for which you indicated an AUM >0% in [OP 4]. If you are in fundraising and do not have assets to report, select 'Other'.
- ECB 1Does your organisation offer clauses relating to responsible investment in contractual agreements with clients when requested?
- ECB 2What elements are included in your regular reporting to clients and/or beneficiaries?
- ECB 3During the reporting year, which of the following climate-related metrics or variables did your organisation publicly disclose?
- ECB 4Provide example(s) of investor disclosure you have provided for clients and/or beneficiaries during the reporting year.
- ECB 5How did your organisation verify the information submitted in this PRI report?
PRO
Locked until all OP verified0 / 3 verified
Voluntary in-depth questions on advanced responsible investment practice.
- PG 6_PRODoes your organisation publicly disclose its policy engagement activities undertaken as part of its responsible investment approach, including where relevant, policy engagement conducted on its behalf by external investment managers or service providers?
- SG 1_PROHas your organisation set sustainability goal(s) to address financially material system-level risks and/or to make a positive contribution to priority issues?
- IA 4_PRO_PUDo you identify material sustainability and governance-related issues that occur in issuers’ supply chains or downstream value chains where relevant?
