ESG Related Fund Policies

Investment Belief Statements

  1. UNPRI – The Principles for Responsible Investment

http://www.unpri.org/about-pri/the-six-principles/

  1. Arizona State Retirement System

https://www.azasrs.gov/content/pdf/financials/Investment_Policy_Statement.pdf

  1. New Zealand Superannuation Fund

http://www.nzsuperfund.co.nz/index.asp?PageID=2145876516

  1. Pensioenfonds Zorg en Welzijn (formerly PGGM)

http://www.pggm.nl/about_pggm/investments/responsible_investment/responsible_investment.asp

General ESG / Sustainability

  1. UNPRI – The Principles for Responsible Investment

http://www.unpri.org/about-pri/the-six-principles/

  1. CalSTRS Policy Manual (updt Sept 2012)

http://www.calstrs.com/about%20calstrs/Teachers%20Retirement%20Board/BoardPolicyManual.pdf

  1. CalPERS “Global Principles of Accountable Corporate Governance”

http://www.calpers-governance.org/docs-sof/principles/2011-11-14-global-principles-of-accountable-corp-gov.pdf

  1. PGGM Responsible Investment Policy

http://www.pggm.nl/about_pggm/investments/responsible_investment/responsible_investment.asp

  1. Norges Bank Investment Management (NBIM) Corporate Governance

http://www.nbim.no/Global/Brochures/Principles%20and%20Voting.pdf

  1. Hawaii ERS Investment Policy

http://ers.ehawaii.gov/wp-content/uploads/2012/10/ERSInvPolicyGuideProc20121011-rev2.pdf

  1. Stichting Pensioenfonds ABP

http://www.abp.nl/images/ABP-Annual-Report-2011_tcm160-148430.pdf

  1. CalSTRS 21 Risk Factors

http://www.calstrs.com/about%20calstrs/Teachers%20Retirement%20Board/BoardPolicyManual.pdf

Human Capital\Responsible Contractor Policies

  1. PGGM Exclusions Policy

http://www.pggm.nl/Images/10-3452%20PGGM%20Investments%20Exclusions%20Policy_tcm21-165336.pdf

  1. CalSTRS: Responsible Contractor Program Policy

http://www.calstrs.com/CorporateGovernance/Final_Resp_Cont_Policy_State_2-3-03.pdf

  1. CalPERS: Real Estate Responsible Contractor Program Policy

http://www.calpers.ca.gov/eip-docs/investments/policies/inv-asset-classes/real-estate/real-assets-full-policy.pdf

  1. CalPERS: Neutrality Trial Responsible Contractor Program (Neutrality Trial RCP) Policy

http://www.calpers.ca.gov/eip-docs/investments/policies/inv-asset-classes/real-estate/responsible-contractor.pdf

  1. ULLICO Infrastructure Fund: Responsible Contractor Policy

http://www.ullico.com/news-item/ullico-announces-first-infrastructure

Environmental

  1. CalPERS Forestland Policy

http://www.calpers.ca.gov/eip-docs/about/board-cal-agenda/agendas/invest/201212/item11d2-01.pdf

  1. CalSTRS Climate Change Questionnaire

http://www.calstrs.com/Investments/green_initiatives_task_force.pdf

  1. CERES Policy

http://www.ceres.org/about-us/our-history/ceres-principles

Private Equity

  1. Hermes ESG Disclosure Framework (with draft letter signed by 38 LP’s)

http://www.hermes.co.uk/Portals/0/The_Hermes_Ownership_Principles.pdf