ASSET CLASS / SELECTION, APPOINTMENT AND MONITORING (SAM)

INTERNALLY MANAGED [OO 05]

NO ESG INCORPORATION [OO 10]

No reporting

SCORE: 1 STAR
ON INTERNALLY MANAGED ASSET CLASS MODULE

ESG INCORPORATION [OO 10]

asset class < USD 10bn AND <10% OF TOT AUM [OO 05]

Choose not to Report [OO 14]

No Score

Choose to Report [OO 14]

asset class > USD 10bn or >10% of tot AUM [OO 05]

mandatory to report:
OO | ISP
+
relevant asset class(es)

Managed Externally (Indirect) [OO 05]

NO ESG INCORPORATION [OO 11, OO 12, OO 13]

No reporting

SCORE: 1 STAR
ON EXTERNALLY MANAGED ASSET CLASS MODULE

ESG INCORPORATION [OO 11, OO 12, OO 13]

ASSET CLASS < USD 10bn AND <10% OF TOT AUM [OO 05]

Choose not to Report [OO 14]

No score

Choose to Report [OO 14]

ASSET CLASS > USD 10bn OR >10% OF TOT AUM [OO 05]

mandatory to report:
OO | ISP | SAM