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Harvard University Endowment

PRI reporting framework 2016

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You are in Indirect – Manager Selection, Appointment and Monitoring » Overview

Overview

SAM 01. Role of investment consultants/fiduciary managers

01.1. 投資コンサルタントおよび/またはフィデューシャリー・マネジャーを使用しているかどうかを記載してください。

01.7. 補足情報。 [任意]


SAM 02. RI factors in selection, appointment and monitoring across asset classes

02.1. 外部で運用されるどの資産クラスについて、組織や投資コンサルタントは運用会社の責任投資要因を考慮しているかを記載してください。

当てはまるものを全て選択してください

資産クラス

(a) 選定

(b) 指名

(c) モニタリング

上場株式

プライベートエクイティ
不動産

02.2. 運用会社の選定、指名、モニタリングプロセスに責任投資の検討事項をどのように含めているかを簡単に説明してください。

ESG issues are integrated into HMC's operational due diligence framework, and thus are investigated and considered at the same time as other business-related risk factors.  As stipulated in HMC's  Sustainable Investment Policy ("SIP"), and as part of its operational due diligence framework,  HMC conducts desk-based due diligence on potential investment managers to understand how these managers address ESG issues and identify any ESG red flags.  HMC assesses how external managers integrate ESG risks into their investment approach, as well as how they communicate with limited partners.  HMC meets with investment managers to better understand their approach, and to ask specific questions related to ESG issues.  Where appropriate, HMC includes ESG issues in the investment fund term sheet.  HMC also monitors ESG performance on an ongoing basis and engages with investment managers to maintain oversight of these issues.

02.3. 補足情報。[任意]

HMC considers responsible investment factors in the selection, appointment, and monitoring of third-party managers for forestry, farmland, and hedge funds.


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