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Benchmark Wealth Management Awards 2021 – Submission
Category: Impact Initiatives
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The impact initiatives measure the insurer's ability to create positive social or/and environmental value and have material exposure to businesses that address social or/and environmental challenges through their products and services. It should also prove that their investments are aligned with one or more U.N.'s Sustainable Development Goals (S.D.G.).
Submission ID
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1. Is your firm a signatory to the United Nations-supported Principles for Responsible Investment (UNPRI) or another responsible investing initiative? Please select only one response.
Yes, we are already a signatory to UNPRI only
Yes, we are already a signatory to UNPRI plus one or more responsible investing initiative/s
No, but we are in the process of applying to be a signatory to UNPRI or another responsible investing initiative/s
No, but we plan to be a signatory to at least one responsible investing initiative in the near future
No, we have no plans to become a signatory of any responsible investing initiatives in the near future
Other responses (please specify)
Other responses (please specify)
2. Commitment to responsible shareholding. Please select the statement(s) that describe your approach to stewardship. You may choose more than one statement where applicable:
Our disclosure on voting is available to policyholders, from retail to institutional asset owners, without them having to make a request, i.e., the disclosure is on our website or other electronically accessible venues
Our disclosure on voting is available ONLY to institutional policyholders, including family offices, without them having to make a request, i.e., the disclosure is electronically accessible to them
We disclose our votes and rationale ONLY if a policyholder asks for disclosure
In our disclosures, we explain in plain, clear, unambiguous language the rationale behind every vote
In our disclosures, we explain the rationale behind every vote, BUT we do not make an effort to present it in plain language, clear, unambiguous language
We do not currently disclose our votes and rationale, but we have concrete plans to do so within the next 12 months
We do not disclose and have no plans to disclose our voting
We do not vote
We cannot/prefer not to divulge our voting practices
3. Disclosures on voting: Please select the statements that describe your firm's practices related to voting. Some firms have varying disclosure levels for different policyholders types. Your answers to this question should reflect your disclosure to retail and high net worth policyholders and family offices. You may select more than one statement:
Our disclosure on voting is available to policyholders, from retail to institutional asset owners without them having to make a request ie the disclosure is on our website or other electronically accessible venue
Our disclosure on voting is available ONLY to institutional policyholders, including family offices, without them having to make a request ie the disclosure is electronically accessible to them
We disclose our votes and rationale ONLY if an policyholders asks for disclosure
In our disclosures, we explain in plain, clear, unambiguous language the rationale behind every vote
In our disclosures, we explain the rationale behind every vote BUT we do not make an effort to present it in plain language, clear unambiguous language
We do not currently disclose our votes and rationale but we have concrete plans to do so within the next 12 months
We do not disclose and have no plans to disclose our voting
We do not vote
We cannot/prefer not to divulge our voting practices
4. To what extent will ESG materiality factors influence the ultimate investment/divestment, overweight and underweight decisions? Would you please select only one response?
A. Environmental materiality factors
80-100% influence on the ultimate investment decisions
65-79% influence on the ultimate investment decisions
50-64% influence on the ultimate investment decisions
35-49% influence on the ultimate investment decisions
20-34% influence on the ultimate investment decisions
5-19% influence on the ultimate investment decisions
Environmental effects on the portfolio are NOT currently considered, and we have NO plans to take them into account
Environmental effects on the portfolio are NOT presently considered, but we have clearly defined framework, parameters, principles, methods/techniques, and objectives are available for imminent implementation to take them into account within the next 12 months
B. Social materiality factors
80-100% influence on the ultimate investment decisions
65-79% influence on the ultimate investment decisions
50-64% influence on the ultimate investment decisions
35-49% influence on the ultimate investment decisions
20-34% influence on the ultimate investment decisions
5-19% influence on the ultimate investment decisions
Environmental effects on the portfolio are NOT currently considered, and we have NO plans to take them into account
Environmental effects on the portfolio are NOT presently considered, but we have clearly defined framework, parameters, principles, methods/techniques, and objectives are available for imminent implementation to take them into account within the next 12 months
C. Governance materiality factors
80-100% influence on the ultimate investment decisions
65-79% influence on the ultimate investment decisions
50-64% influence on the ultimate investment decisions
35-49% influence on the ultimate investment decisions
20-34% influence on the ultimate investment decisions
5-19% influence on the ultimate investment decisions
Environmental effects on the portfolio are NOT currently considered, and we have NO plans to take them into account
Environmental effects on the portfolio are NOT presently considered, but we have clearly defined framework, parameters, principles, methods/techniques, and objectives are available for imminent implementation to take them into account within the next 12 months
5. Does the firm have an integrated reporting to link ESG and the company strategy and operations about ultimately long-term value creation? What is the extent of the company's ESG disclosures on the company’s sustainability-related risks?
6. What does the firm consider material, and how is an assessment of their impact carried out? Please describe your overall inclusion of E.S.G. factors and how is the in-house E.S.G. materiality framework defined? Please also explain how you would identify material financial and E.S.G. factors affecting a company, industry, sector, and country.
7. Do you align your investment policies against the UNSDG, and what impact(s) do you target to achieve? Please select all that apply.
Goal 1: No Poverty
Goal 2: Zero Hunger
Goal 3: Good Health and Well-Being
Goal 4: Quality Education
Goal 5: Gender Equality
Goal 6: Clean Water and Sanitation
Goal 7: Affordable and Clean Energy
Goal 8: Decent Work and Economic Growth
Goal 9: Industry, Innovation, and Infrastructure
Goal 10: Reduced Inequalities
Goal 11: Sustainable Cities and Communities
Goal 12: Responsible Consumption and Production
Goal 13: Climate Action
Goal 14: Life Below Water
Goal 15: Life on Land
Goal 16: Peace, Justice, and Strong Institutions
Goal 17: Partnerships
8. If your initiative is targeted to create environmental impact, please select all that apply in the environmental themes below.
Energy Efficiency
Green Buildings
Renewable Energy
Sustainable Agriculture
Sustainable Forestry
Water
Others (Please specify)
p4_q15_other
9. If your initiative is targeted to create social impact, please select all that apply in the social themes below.
Affordable Housing
Education
Health
Inclusive Finance
Others (please specify)
p4_q15_other
10. What is your primary approach to impact investment? Please select all statements that apply to you:
We invest solely (i.e., 95-100% of the portfolio) in companies that offer products and services that generate positive, material, social, or environmental outcomes
We invest 50-60% of the portfolio in companies that offer products and services that generate positive, material, social, or environmental outcomes
We invest 60-75% of the portfolio in companies that offer products and services that generate positive, material, social, or environmental outcomes
We invest more than 75% of the portfolio, but less than 95%, in companies that offer products and services that generate positive, material, social, and environmental outcomes
We look for companies and projects that target financial inclusion, combating diseases, telecom services for under-served groups
We look for companies and projects that produce environmental benefits through cleantech for pollution prevention, green building, sustainable water
We look for more impact factors than the above
We do not have any formalized policies or investment approaches in place
Other responses (please specify)
11. Please describe your impact investing policy or framework, metrics, business models, and investment vehicles used to achieve your goals in a minimum of 150 words, maximum of 500 words.
12. Please list and describe your KPIs used to identify Impact Investing companies in this specific theme, and what are the actual financial thresholds and conditions?
13. Please describe how you measure quantifiable, non-financial returns (i.e., social or environmental impact) post-investment? Minimum 150 words, maximum of 500 words.
14. Does the firm have a statement or policy to promote equal opportunity and diversity?
Yes
No
15. Does the firm offer diversity training?
Yes
No
16. Does the firm have specific targets to improve equal opportunity and diversity?
Yes
No
17. Does the company disclose quantitative information on gender or ethinic minority employment?
Yes
No
18. Does the firm have any programs or initiatives in support of LGBTQIA+ rights?
Yes
No
19. Percentage of ethnic minority individuals employed by the company in management-level positions
20. Does the firm provide charitable donations or product/service accessibility initiatives?
Yes
No
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