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OPTrust

PRI reporting framework 2017

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

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

当てはまるものを全て選択してください

資産クラス

(a) 選定

(b) 指名

(c) モニタリング

上場株式

債券 - SSA
債券 - 社債(非金融)
プライベートエクイティ
不動産
インフラ

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。

Through 2016, OPTrust accessed public markets through external management. ESG factors are integrated throughout the manager search, selection and monitoring processes. The external managers are expected to demonstrate an understanding of ESG issues and explain how these issues are integrated into their decision-making process. We monitor the managers' portfolios to identify companies that may have exposure to financial, reputational or other risks arising from ESG issues. The results of these reviews are used to engage the investment managers and to evaluate the effectiveness of each manager in integrating ESG factors. External managers are required to adhere to the SRIP, which is mandated in their investment contracts.

When the Private Equity and Infrastructure teams conduct manager selection, appointment and monitoring, our teams look at past portfolios and identify any ESG concerns. Deal teams are responsible for flagging any initial issues at the screening stage and then detailing, at the investment decision stage, how these issues were mitgated.

The Real Estate Group ("REG") has integrated ESG matters in its investment underwriting, portfolio management and manager selection process. The REG's comprehensive due diligence questionnaire - completed by external managers - incorporates a dedicated section on ESG issues. The REG formally advises its potential partners and managers as to our approach to ESG. A section is included in all investment summaries for all new investments confirming that the REG has examined and identified any ESG-related risks. Should a potential material risk be identified, the issue is brought to the attention of the CIO (with the potential to be escalated to the CEO) who then works with the REG to determine if the potential risk is manageable or can be mitigated. The REG also continuously monitors its external managers and will take appropriate action as necessary.

02.3. 補足情報。[任意]


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