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First State Superannuation Scheme

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。

          Climate Change Adaptation Plan

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

          United Nations Principles for Responsible Investment

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。

First State Super's investment beliefs include a statement on Universal Ownership. 

There can be second or third order impacts from an investment decision on our portfolio and the world into which our members will retire. We need to be mindful of these ‘footprints’ (both positive and negative) that our investments make in markets, in communities and on the environment.

We recognise that poor management of long term Environmental, Social and Governance (ESG) related risks by a company not only impacts our investments but can potentially harm the broader community and environment as well. We are a signatory to the United Nations Principles of Responsible Investing (UNPRI), which promotes sustainable investment and provides an important framework for institutional investors to consider the impact of these issues on their investment decisions.

There are ways to improve the long-term performance of the portfolio through active engagement with companies based around long term value creation, sustainability and good governance.

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]

First State Super's approach to Responsible Investment is incorporated into a number of governance documents approved by the Trustee including an Investment Governance Framework, Investment Policy Statement, Responsible Investment/ESG Policy, Proxy Voting Policy and associated process documents in the form of Integration Frameworks (e.g. ESG Integration Framework; Corporate Engagement Framework; Voting Proceedures).  All of these documents reference specific elements of our Responsible Investment approach.

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。





Other, specify (1) description

          Climate Change Adaptation Plan


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。

First State Super has a board approved Conflicts of Interest Policy that applies to all aspects of business within the Fund.  The Policy is publicly available on our website.

03.3. 補足情報。 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)