PRI - 2027
#Custom IdQuestionTypeChoicesAI Guidance
OPOP1
What is the end date of the 12-month period you have chosen to report for PRI reporting purposes?
Date

Purpose: This question is required for the PRI to identify the 12-month period chosen by the reporting organisation. Additional guidance: The reporting year may be the standard financial reporting year or a period that has been selected specifically for the purpose of reporting in the PRI Reporting Framework. Signatories should ensure that the end date of the 12-month period they choose is consistent across reporting cycles. Applies to: All signatories. PRI principle(s): General. Relevant past indicators (2023-2025): OO 1. Assessment: This indicator is not assessed.

OPOP2
During the reporting year, was your organisation exclusively in the fundraising process and unable to report an assets under management (AUM) figure?
Single select
(A) Yes, we were in the fundraising process (100% AUM in uncalled commitments) and unable to report an AUM figure for the reporting year.
(B) No, our organisation is not in fundraising and are able to report an AUM figure for the reporting year.
OPOP3
What are your total assets under management (AUM) at the end of the reporting year? Provide the amount in USD.
Table
(A) AUM of your organisation (including non-PRI signatory subsidiaries) minus the AUM reported in rows (B)-(E).
(B) AUM of subsidiaries that are PRI signatories and whose RI activities you wish to include in your 2027 report.
(C) AUM of subsidiaries that are PRI signatories and whose RI activities you wish to exclude from your 2027 report.
(D) AUM subject to execution and/or custody.
(E) AUM subject to advisory.
OPOP4
Provide a percentage breakdown of your total AUM at the end of the reporting year across asset classes and internal/external management.
Table
(A) Listed equity
(B) Fixed income – corporate
(C) Fixed income – SSA
(D) Fixed income – securitised
(E) Real estate
(F) Private equity
+3 more
OPOP5
Provide a further breakdown of your organisation's listed equity and/or fixed income AUM between active and passive strategies.
Table
(1) Listed equity – internal
(2) Fixed income – corporate – internal
(3) Fixed income – SSA – internal
(4) Listed equity – external
(5) Fixed income – corporate – external
(6) Fixed income – SSA – external
OPOP6
Indicate if your organisation's externally managed AUM was in segregated mandates and/or pooled funds or investments.
Multiselect
(A) Our organisation had external AUM in segregated mandates.
(B) Our organisation had external AUM in pooled funds or investments.
OPOP7
Indicate if your organisation held any investments in hedge funds or undertook hedge fund investment strategies during the reporting year.
Single select
(A) Yes, we held investments in hedge funds or undertook hedge fund investment strategies during the selected reporting year.
(B) No, we did not hold any investments in hedge funds nor undertake hedge fund investment strategies during the selected reporting year.
OPOP8
For each applicable asset class, indicate whether reporting is mandatory or whether you opt in / opt out of voluntary reporting.
Table
(A) Listed equity – internal
(B) Fixed income – corporate – internal
(C) Fixed income – SSA – internal
(D) Fixed income – securitised – internal
(E) Real estate – internal
(F) Private equity – internal
+12 more
OPOP9
Your organisation is in its voluntary reporting period: do you wish to make your PRI responses available to the public?
Single select
(A) Yes, publish our responses excluding the Organisational Profiling questions.
(B) No, keep our responses private for this year.
SLASLA1
- 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?
Short Answer
SLASLA2
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.
Short Answer
SLASLA3
Which specific steps have your organisation outlined to advance your commitment to responsible investment in the next two years?
Short Answer
PGPG1
Which elements are included in your formal responsible investment policy(ies)?
Multiselect
(A) Overall approach to responsible investment
(B) Guidelines on environmental, social and/or governance issues
(C) Specific guidelines on climate change (may be part of guidelines on environmental issues)
(D) Specific guidelines on human rights (may be part of guidelines on social issues)
(E) Specific guidelines on nature (may be part of guidelines on environmental issues)
(F) Stewardship with investees and/or assets
+5 more
PGPG2
What proportion of your assets under management (AUM) is covered by the below elements of your responsible investment policy(ies)?
Table
(A) Overall approach to responsible investment
(B) Guidelines on environmental, social and/or governance issues
PGPG3
What proportion of your asset under management (AUM) is covered by the below elements of your policy(ies)?
Table
(A) Specific guidelines on climate change
(B) Specific guidelines on human rights
(C) Specific guidelines on nature
PGPG 6_PRO
Does 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?
Single select
Yes
No
Explain why (voluntary free text: 150 words)
Not applicable, we do not engage with policy makers other than through the PRI
SGSG 1_PRO
Has your organisation set sustainability goal(s) to address financially material system-level risks and/or to make a positive contribution to priority issues?
Multiselect
Yes
For climate issues
For nature-related issues
For human rights and social issues
Other sustainability issues (specify)
No, we haven’t set sustainability goals (explain why; voluntary free text: 150 words)
IAIA 4_PRO_PU
Do you identify material sustainability and governance-related issues that occur in issuers’ supply chains or downstream value chains where relevant?
Table
Listed equity — Yes / No / Explain why
Fixed income – corporate — Yes / No / Explain why
Fixed income – securitised — Yes / No / Explain why
Fixed income – SSA — Yes / No / Explain why
Other public markets — Yes / No / Explain why
Total Rows: 120
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