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OPTrust

PRI reporting framework 2017

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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。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

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。

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。

Our “member-driven investing” (MDI) framework recognizes our primary duty is to preserve the funded status of the Plan. Under this framework, we seek to earn a return high enough to maintain plan sustainability while employing risk purposefully and efficiently so that benefit and contribution levels remain as stable as possible.

Supporting our MDI strategy is a set of management investment beliefs, a risk appetite framework and a set of performance metrics that closely link portfolio construction with the Plan’s funding risks. Our metrics are designed to create strong alignment between members’ interests and our investment activities. Embedded in our investment beliefs is our approach to ESG factors:

"Environmental, social and governance factors can affect investment risk, return and our reputation. Understanding and considering the significance of these factors is part of the investment process. Good governance is good business and contributes to value creation and sustainability. "

OPTrust's investment strategy includes a robust responsible investing program.

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

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。

LOUISE TO CONFIRM THIS TEXT FROM 2015 IS STILL ACCURATE:

The management of potential conflicts of interest is addressed in four OPTrust policies.

The SIP&P requires trustees, external investment advisors, OPTrust employees and all agents and advisors to act in the best interests of the Plan and its members.  It details requirements to disclose all conflicts of interest and subsequent steps to manage conflicts.  The SIP&P also outlines procedures to be followed in the event of conflicts between OPTrust's investment policy and that of our investment managers' pooled funds.

All OPTrust employees are required to follow the Code of Conduct which defines prohibited conduct, requirements for disclosure of real and perceived conflicts of interest and steps to managing any conflicts.

OPTrust has a Personal Trading Policy which provides rules for certain employees' personal trading activities and prohibits insider trading.

OPTrust's Ethical Wall Policies and Procedures also prohibits insider trading.

 

03.3. 補足情報。 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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