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Elo Mutual Pension Insurance Company

PRI reporting framework 2017

Export Public Responses

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


SAM 01. Role of investment consultants/fiduciary managers

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

01.1. あなたの組織では、投資コンサルタントや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明示してください。

01.7. 補足情報。 [任意]

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

02.1. 以下に記載している外部で運用される資産クラスそれぞれについて、あなたの組織や投資コンサルタントは、運用会社の選定・指名・モニタリングのどのプロセスにおいて責任投資要因を考慮しているかを明示してください。 (a) 選定 (b) 指名(投資運用契約書の締結) (c) モニタリング



(a) 選定

(b) 指名

(c) モニタリング


債券 - SSA
債券 - 社債(金融)
債券 - 社債(非金融)

02.2. 投資運用会社の選定、指名およびモニタリングプロセスにおいて、責任投資に関連して留意すべき事項をどのように組み入れているかを簡潔に説明してください。

Fixed income credit, equity and PE: Our DD questionnaire includes a section devoted to ESG issues. We ask the fund manager to provide wide range of information on their stance towards ESG issues, ie. do they have a written policy on responsible investing or ESG- issues, is it integrated to their processes, whether they have an engagement policy, are they reporting ESG related risks / opportunities to their investors and so on. Also, we interview fund managers on ESG- practices and integration. In addition we analyze underlying holdings of each fund, and if we find controversies related to specific companies, we will discuss them with the manager.

We don't have any segregated mandates for external funds and therefore only rational phases for RI- considerations are selection and monitoring and not appointment. RI- considerations in appointment would only be possible for segregated mandates where an investor has a right to include additional requirements e.g. for ESG.

02.3. 補足情報。[任意]