PRI Flashcards

1
Q

Principle 1

A

We will incorporate ESG issues into investment analysis and decision-making processes

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2
Q

Principle 1: We will incorporate ESG issues into investment analysis and decision-making processes

A
  • Address ESG in investment policy statements
  • Use ESG tools, metrics and analyses
  • Assess internal and external managers on their ESG capabilities
  • Encourage academic research into ESG
  • Advocate ESG training for investment professionals
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3
Q

Principle 2

A
  1. We will be active owners and incorporate ESG issues into our ownership policies and practices
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4
Q
  1. We will be active owners and incorporate ESG issues into our ownership policies and practices
A
  • Develop and disclose active ownership policy
  • Exercise voting rights
  • Develop engagement capability
  • Participate in development of policy, regulation and standard setting
  • Engage with companies on ESG issues
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5
Q

Principle 3

A
  1. We will seek appropriate disclosure on ESG issues by the entities in which we invest
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6
Q

Principle 3

A
  1. We will seek appropriate disclosure on ESG issues by the entities in which we invest
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7
Q
  1. We will seek appropriate disclosure on ESG issues by the entities in which we invest
A
  • Ask for standardized reporting on ESG issues e.g. GRI
  • Ask for ESG to be integrated within annual reports
  • Ask for information re adherence to norms and codes eg. UN Global Compact
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8
Q

Principle 4

A
  1. We will promote acceptance & implementation of the Principles in the investment industry
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9
Q
  1. We will promote acceptance & implementation of the Principles in the investment industry
A
  • Include stuff in RFPs
  • Align investment mandates, incentive structures and monitoring accordingly
  • Communicate ESG expectations to investment service providers
  • Support development of ESG benchmarking tools
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10
Q

Principle 5

A
  1. We will work together to enhance our effectiveness in implementing the Principles
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11
Q
  1. We will work together to enhance our effectiveness in implementing the Principles
A
  • Participate in networks to share tools and pool resources
  • Collectively address relevant emerging issues
  • Develop appropriate collaborative initiatives
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12
Q

Principle 6

A
  1. We will each report on our activities and progress towards implementing the Principles
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13
Q
  1. We will each report on our activities and progress towards implementing the Principles
A
  • Disclose how ESG issues are integrated
  • Disclose voting and engagement
  • Report on progress relating to the principles
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