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World Bank Group Retirement Benefit Plans

PRI reporting framework 2017

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



(a) 選定

(b) 指名

(c) モニタリング


債券 - SSA
債券 - 社債(金融)
債券 - 社債(非金融)
債券 - 証券化

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。

We have a dedicated ESG DDQ based on the PRI template. We use this DDQ as part of the general due diligence process for the selection of external managers. We also have a score card and rating system to further assist in better understanding the conclusions of the due diligence on ESG.  Responsible investment considerations in manager appointment relate mostly to good governance aspects, and proxy voting policy in the case of listed equity.  Monitoring at this point is also dealing mostly with governance factors.

02.3. 補足情報。[任意]

Governance factors are regularly reviewed and considered throughout all stages, particularly during selection and monitoring. Additionally, we undertake conversations with managers on an ad-hoc basis as well as at annual meetings and other instances.  For listed equity, we continuously monitor ESG metrics, particularly through data provided by Bloomberg.