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

SEIU Pension Plans Master Trust

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。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

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。

other (1) description

          Policies and materials from other pension funds.

01.5. 組織の投資原則および全体の投資戦略、ならびに、ESG 要因および実体経済の影響をどのように考慮に入れているのかについて説明して下さい。

The Master Trust’s Investment Portfolio operates in a unique and complex social-economic milieu. As an investor with a long-term investment horizon, the success of the Master Trust is linked to domestic and global economic growth, job creation and prosperity. Actions and activities that detract from the likelihood and potential of economic growth are not in the long-term interests of the Plans and their participants.  Therefore the  Board  expects  the  independent fiduciary  and  investment  managers  to  select  investments  after  a  careful investigation and analysis of the risks versus the long-term potential returns, including, within the financial constraints imposed by fiduciary responsibility, consideration of Environmental, Social and Governance risks (ESG). The Plans prefer but are not limited to investment managers and funds that integrate ESG policy criteria in their investment philosophy and security selection process.

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]

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。

02.2. 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。

02.3. 組織の投資原則および全体の投資戦略が公表されているかどうかについて明示して下さい。

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。

It is the policy of the Plans that no person acting on behalf of the investment function shall, in any manner, have an interest, either directly or indirectly, in any investments in which the Plans are authorized to invest. Officers and other staff involved in the investment process shall refrain from personal business activity that could conflict with proper execution of the investment program or which could impair their ability to make impartial investment decisions.

03.3. 補足情報。 [任意]

Required to follow ERISA which includes provisions on prohibited transactions as a guard against conflicts of interest.

SG 04. Identifying incidents occurring within portfolios (Private)