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Colonial First State Global Asset Management (including First State Investments)

PRI reporting framework 2016

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Objectives and strategies

SG 04. RI goals and objectives

04.1. 組織が責任投資の目的に対する実績を正式に見直しを行う頻度を記載してください。

04.2. 補足情報。 [任意]

Three year objectives for responsible investment have been set in our Responsible Investment strategy which has been approved by the Global Responsible Investment Committee (GRIC).  The GRIC is chaired by the CEO and includes senior leaders from across the organisation including chief investment officers for equities and fixed income, senior investment professionals, distribution, people and culture, and regional business heads.

The Objectives in the RI Strategy are included in the KPIs for our responsible investment team and for the responsible group executives.

Monitoring of objectives (KPIs) occurs half yearly through the performance management process for all employees and when the GRIC meets.

We publicly disclosure objectives and our performance against them in our annual responsible investment report which is available at: http://ri.firststateinvestments.com/ 


SG 05. Main goals/objectives this year

05.1. 報告年度に設定された組織の責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標(KPI)

          Update of RI/ESG intranet site with training material
        

進捗状況

  • RI/ESG Intranet site update completed

主要パフォーマンス指標(KPI)

          RI newsletter to be established
Update of RI/ESG intranet site
        

進捗状況

  • Quaterly RI Newsletter established (first two issues sent in 2015)
  • RI/ESG Intranet site update completed 

主要パフォーマンス指標(KPI)

          Further enhance ESG Integration by Investment Teams.
        

進捗状況

Quality - Investment Outcomes

  • RI Report includes information on country and sector risk for the first time
  • Reporting commenced to investment assurance function to integrate ESG and stewardship factors in global investment committee meetings

Quality - ESG Data Strategy

  • ESG data fully integrated with Bloomberg and update process automated
  • Bloomberg based ESG dashboard completed, - Final testing and implementation completed with Global resources team
  • Factset integration completed.
  • Development of Factset version of ESG dashboard underway
  • Realindex performed research note using GMI and Sustainalytics data 
  • Growth team fully integrated ESG information into proprietary system

投資の業績

投資のESG特性

その他の活動

主要パフォーマンス指標(KPI)

          Stewardship - Industry Voice. Leading contribution to key industry initiatives.
        

進捗状況

  • Joined Towers Watson Thinking Ahead Institute
  • Maintained memberships and involvement in key indsutry groups including Cambridge Investment Leaders Group, EuroSif, IIGCC, RIAA, IGCC, Financial Services Council, UKSIF. 

 

主要パフォーマンス指標(KPI)

          Stewardship - Client and consultant RI Interests and concerns are incorporated into the content and management of our RI Reporting. Reports are of the highest
        

進捗状況

  • Received award for ESG Integration at Financial News Awards
  • Over 30 case studies provided in 2015 RI Report

主要パフォーマンス指標(KPI)

          Stewardship - Client and consultant RI Interests and concerns are incorporated into the content and management of our RI Reporting. Reports are of the highest
        

進捗状況

  • RI Report delivered on time. Recieved award for ESG Integration at Financial News Awards
  • Over 30 case studies provided in 2015 RI Report

05.2. 補足情報。 [任意]


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