This report shows public data only. Is this your organisation? If so, login here to view your full report.

Eurizon Capital SGR

PRI reporting framework 2017

Export Public Responses

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes

Implementation processes

LEI 03. Percentage of each incorporation strategy

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

03.1. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
100 %
アクティブ運用している上場株式の合計 100%

03.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

As an overarching strategy, we adopt a screening approach for companies involved in the production or distribution of cluster bombs and landmines, convinced that they undermine the fundamental human rights.

This exclusion is applied to all our active funds, while for funds with a benchmark, the fund managers cannot invest exceeding the percentage of the benchmark itself.

We believe that ESG issues are often materially reflected in the stock price and the sustainability of the business of our invested companies. Therefore, we took an approach of integrating  environmental, social and governance (ESG) issues into investment analysis and decision-making across the full range of assets.

On a monthly base,  the ESG Quant Team and the Sustainability office issue a list of companies with very low ESG rating and or with sever controversies deemed able to affect the reputational and risk-reward profile of each company. The list is made public internally on the internet and it is used by all our portfolio managers and analysis to make investment decisions. ESG considerations and rating are also embedded in our investment cases documents. This way, our buy, sell and hold decisions are linked to our investment philosophy pillars.

03.3. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]


LEI 04. Type of ESG information used in investment decision (Private)


LEI 05. Information from engagement and/or voting used in investment decision-making (Private)


(A) Implementation: Screening

LEI 06. Types of screening applied

06.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

Cluster bombs and landmines

スクリーニング実行者

説明

Lowest ESG ratings

06.2. スクリーニング基準の設定方法、基準の見直し頻度、基準の変更を顧客や受益者に通知する方法について説明してください。

twice a year an exclusion list with all companies involved in the production and/or distribution of landmines and clusterbombs is provided to all analysts and portfolio manager. all the products without a benchmark cannot invest in the listed stocks, while funds with a benchmark cannot hold a position that exceeds the benchmark weight. every month a list of critical ESG stocks is provided to the investment teams for their integration of analysis 


LEI 07. Processes to ensure screening is based on robust analysis

07.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

07.2. 補足情報。 [任意]

twice a year an exclusion list with all companies involved in the production and/or distribution of landmines and clusterbombs is provided to all analysts and portfolio manager. all the products without a benchmark cannot invest in the listed stocks, while funds with a benchmark cannot hold a position that exceeds the benchmark weight. every month a list of critical ESG stocks is provided to the investment teams for their integration of analysis 


LEI 08. Processes to ensure fund criteria are not breached (Private)


(C) Implementation: Integration of ESG issues

LEI 10. Review ESG issues while researching companies/sectors

10.1. アクティブ戦略において企業やセクターを調査する際、ESG問題を見直しているかどうかについて記載してください。

ESG問題

これらの問題の見直しの対象および程度​

E(環境)

Environmental

S(社会)

Social

コーポレートガバナンス

Corporate Governance

10.2. 補足情報。 [任意]


LEI 11. Processes to ensure integration is based on robust analysis (Private)


LEI 12. Aspects of analysis ESG information is integrated into (Private)


Top