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Generali Group

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類、対象を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.4. 組織の責任投資アプローチをカバーする投資ポリシーの策定時に使用した基準を明示してください。

01.6. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。 [任意]

The Group is committed to achieve key RI Principles set out by UN PRI Initiatives throughout:

−          Incorporating ESG issues into the investment decision-making practice

−          Offering Socially responsible investment products

−          Impact investing to generate social and environmental impact alongside a financial return

−          Engaging with issuing Companies

−          Integrating ESG issues in the voting policies

−          Public Engagement with institutions and national and international associations

−          Disclosure and Transparency to stakeholders


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

02.4. 補足情報。 [任意]


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

The rules adopted by the Company for dealing with conflicts of interest are based on the following 4 pillars:

1. Duty of identification: the Company has identified the conflicts of interest that may have a negative effect on its clients’ interests;

2. Duty of organization: the Company has organized itself in such a way as to neutralize the possible negative effects of conflicts of interest;

3. Duty of disclosure: if the Company considers that the organizational measures adopted to manage certain cases of conflicts of interest are not able to ensure the prevention of losses to clients, it informs the clients clearly, before acting on their behalf, of the nature and sources of the conflict of interest, so that they can take an informed decision on the service provided. With regard to the UCIs managed, if the aforesaid circumstances arise, the administrative body takes the necessary decisions to ensure fair treatment for the UCIs themselves and the members thereof;

4. Duty to act honestly and fairly: in providing the portfolio management service, the Company acts correctly, fairly and professionally to best serve its clients’ interests.

03.3. 補足情報。 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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