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First State Superannuation Scheme

PRI reporting framework 2017

Basic Information [OO 01 - 09] Gateway asset class implementation indicators [OO 10 - 12]

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Innovation [SG 17]

Indirect – Manager Selection, Appointment and Monitoring

Overview [SAM 01 - 02] Listed Equity and Fixed Income Strategies [SAM 03 - 04] Selection [SAM 05 - 06] Appointment [SAM 07.1 - 07.2-5] Monitoring [SAM 08 - 10] Outputs and outcomes [SAM 11 - 12] Communication [SAM 13]

Direct - Listed Equity Active Ownership

Engagement [LEA 01 - 16] Overview [LEA 01 - 02] Process [LEA 03 - 10] Process for engagements run internally [LEA 03 - 04] Process for engagements conducted via collaborations [LEA 05 - 06] Process for engagements conducted with/on your behalf by service providers [LEA 07 - 08] General processes for all three groups of engagers [LEA 09 - 10] Outputs and outcomes [LEA 11 - 15] Communication [LEA 16] (Proxy) voting and shareholder resolutions [LEA 17 - 27] Overview [LEA 17] Process [LEA 18 - 22] Outputs and outcomes [LEA 23 - 26] Communication [LEA 27]

Export Public Responses

You are in Strategy and Governance » Implementation not in other modules

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。

将来の環境トレンドの投資影響を表す要因を含むシナリオ分析

将来の社会的トレンドの投資影響を表す要因を含むシナリオ分析

将来のガバナンストレンドの投資影響を表す要因を含むシナリオ分析

その他（具体的に記載してください）

          We use scenario analysis in understanding climate change related risks to our portfolio.

そのようなシナリオ分析やモデリングは行っていない

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。

以下を行っている:

そのようなシナリオ分析やモデリングは行っていない

12.3. 補足情報。 [任意]

SG 13. Long term investment risks and opportunity

13.1. 一部の投資リスクと機会は長期トレンドの結果として発生します。貴社では、以下のどの項目について取り組んでいるか明示してください。

人口変動

気候変動

13.2. 気候変動に関するリスクと機会に対応して組織で実施されている活動を選択してください。

気候変動の影響を受けたり、気候変動を組み入れた資産配分戦略を確立している

低炭素関連投資または気候変動に強い投資にターゲットを絞っている

排出量が多いまたは化学燃料系の保有銘柄へのポートフォリオエクスポージャーを減らしている

排出量データまたはその分析を投資関連の意思決定に組み込んでいる

企業による気候変動要素の組み込みを評価している

政府による環境保護政策を評価している

その他（具体的に記入してください）

other description

          Our climate change adaptation plan details how First State Super will manage risks, adapt, and mitigate the effects of climate change in our portfolio.

上記のいずれもない

13.3. 排出量関連のリスクと機会の管理に際して採用している手段を選択してください。

カーボン・フットプリンティング

シナリオテスト

顧客/受託者/幹部/受益者に対する排出量リスクの開示

排出量リスク削減の目標値の設定

社内外のポートフォリオマネージャーに排出量リスクの監視を促す

マネージャー指名時の契約に排出量リスクの監視と報告を組み入れる

その他（具体的に記入してください）

other description

          First State Super has non-binding internal goals for overall attributed emission reductions.

上記のいずれも該当しない場合には、その理由を説明して下さい

資源不足

技術開発

その他（具体的に記入してください）（1）

その他（具体的に記入してください）（2）

上記のいずれも該当しない場合には、その理由を説明して下さい

13.5. 補足情報。 [任意]

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

SG 15. ESG issues for internally managed assets not reported in framework

15.1. 組織内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
インフラ	Internal management or directly held assets are assessed in the same way we assess external managers. An ESG RFP/questionnaire is completed during the due diligence phase. Meetings are held to discuss the responses and an overall rating and view of the ESG risks and opportunities of an asset or manager are assessed and considered as part of the investment case. Regular review and monitoring is also undertaken. Reporting frameworks are also in place.
現金	Internal management or directly held assets are assessed in the same way we assess external managers. An ESG RFP/questionnaire is completed during the due diligence phase. Meetings are held to discuss the responses and an overall rating and view of the ESG risks and opportunities of an asset or manager are assessed and considered as part of the investment case. Regular review and monitoring is also undertaken. Reporting frameworks are also in place.

15.2. 補足情報。

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
プライベートエクイティ	Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance. As a part of manager appointment they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.
不動産	Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance. As a part of manager appointment they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.
インフラ	Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance. As a part of manager appointment they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.
ヘッジファンド	Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance. As a part of manager appointment they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.
現金	Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance. As a part of manager appointment they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.
その他 (1) [OO 05から抽出]	Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance. As a part of manager appointment they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.
その他 (2) [OO 05から抽出]	Managers are required to fill out our ESG questionnaire during the appointment phase. If we feel they score low on a particular E, S or G issue we either meet to discuss and engage, or in the due diligence phase we may decide to not appoint on the basis of very poor E,S or G performance. As a part of manager appointment they are required to take into consideration our Responsible Investment Policy and report back to us on any of our E, S, or G concerns. Outputs include regular reports from managers and even ad hoc reporting in the event of a material breach of ESG issues. Review meetings are also held where appropriate.

16.2. 補足情報。

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