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Montpensier Finance

PRI reporting framework 2017

You are in Strategy and Governance » Objectives and strategies

Objectives and strategies

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報。 [任意]


SG 06. Main goals/objectives this year

06.1. 報告年度に組織として設定している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)

          
        

進捗状況

All responsible investment processes can be accessed by all Montpensier Finance's employees on the company's intranet

Furthermore, responsible investment concerns are frequently raised in investment committees.  

主要パフォーマンス指標(KPI)

          
        

進捗状況

ESG issues are incorporated into all investment processes.

投資に係る財務業績

投資のESG特性

主要パフォーマンス指標(KPI)

          ESG three-pillars rating (IVA, IM, BIS) to be systematically part of portfolio managers’ analysis in the investment process.
        

進捗状況

Holdings limits have been set up for stocks with a less favourable ESG ratings. Furthermore, a minimum portfolio average rating is required. Both rules ensure that ESG characteristics are taken into account when determining portfolio weights.

主要パフォーマンス指標(KPI)

          ESG three-pillars rating (IVA, IM, BIS) to be systematically part of portfolio managers’ analysis in the investment process.
        

進捗状況

Holdings limits have been set up for stocks with a less favourable ESG ratings. Furthermore, a minimum portfolio average rating is required. Both rules ensure that ESG characteristics are taken into account when determining portfolio weights.

主要パフォーマンス指標(KPI)

          
        

進捗状況

Portfolios total carbon emissions and/or portfolio carbon intensity are now published for funds managed by Montpensier Finance. Furthermore, in the funds mandatory climate change report, carbon related improvement objectives are set for the coming years.

その他の活動

06.2. 補足情報。 [任意]


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