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OPTrust

PRI reporting framework 2017

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Implementation not in other modules

SG 12. ESG issues in strategic asset allocation

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

12.1. ポートフォリオレベルで将来のESGトレンドのリスクプロファイルを計算するシナリオ分析やモデリングを組織が実施しているかどうかについて明示してください。

          Climate change and asset allocation. Please see the results published here: http://optrust.com/AboutOPTrust/News/OPTrust-Proposes-Action-on-Climate-Change-with-Release-of-Position-Paper-and-Portfolio-Climate-Risk-Assessment-Report.asp
        

12.2. 組織が戦略的な資産配分やセクターまたは地理的な市場間での資産の配分においてESG問題を考慮しているかどうかを記載してください。

12.3. 補足情報。 [任意]


SG 13. Long term investment risks and opportunity (Private)


SG 14. Allocation of assets to environmental and social themed areas (Private)


SG 15. ESG issues for internally managed assets not reported in framework (Not Applicable)


SG 16. ESG issues for externally managed assets not reported in framework

16.1. 組織外で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

ヘッジファンド

We monitor best practices in the industry to stay up-to-date on new investment tools and activities that support RI and hedge funds, including monitoring the UN PRI's hedge fund work stream which provides guidance to signatories on ESG integration in alternative strategies. We have integrated our commitment to responsible investing in the hedge fund strategy in the following ways:

First, we employ a rigorous approach to fund governance by determining if there are any recent actions by the hedge fund's Board of Directors to be aware of. Secondly, we examin how ESG data is considered in the investment process. This is done pre-investment and then again quarterly as part of the due diligence process. Thirdly, we discuss the hedge fund’s approach to proxy voting and supplement our ongoing research by asking the manger to document exceptions to their default voting policy.

And finally, we request the manager to disclose portfolio exposure to controversial weapons (cluster munitions and landmines) companies. We ask the manager to provide us with a list of exposures they held, either long or short, at the end of the each month. All managers adhere to recommendations of proxy voting service providers.

 

その他 (1) [OO 05から抽出]

For Multi-Asset Strategy managers we review their overarching approach to responsible investment, any related policies and speak to RI professionals on their investment teams to determine alignment with OPTrust's approach.

16.2. 補足情報。


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