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World Bank Group Retirement Benefit Plans

PRI reporting framework 2017

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

Listed Equity and Fixed Income Strategies

SAM 03. Breakdown by passive, quantitative, fundamental and other active strategies (Private)


SAM 04. ESG incorporation strategies

04.1. 以下のESG組み入れ戦略のうち、外部運用会社が組織に代わって導入・実施するよう義務付けているものを明示してください。

アクティブ投資戦略

アクティブ投資戦略
上場株式
債券 - SSA​
債券 - 社債(金融)​
債券 - 社債(非金融) ​
債券 - 証券化​
スクリーニング
テーマ
統合(インテグレーション)
上記のいずれも行っていない

パッシブ投資戦略

パッシブ投資戦略​
上場株式
スクリーニング
テーマ
統合(インテグレーション)
上記のいずれも行っていない

04.2. 組織では、パッシブファンドの選定、指名およびモニタリングにおいて、どのようにESG問題を組み入れているかについて説明してください。

We require managers to complete the ESG DDQ at the selection stage. We evaluate the answers and the information provided, and in conjunction with the broader insights collected through the general due diligence process, a score and rating are assigned to each prospective manager.

04.3. 補足情報 [任意]

Our investment approach encompasses an informed consideration of ESG risks and opportunities underlying the Plan’s investments, where such issues are material and relevant. This is an integral part of the manager selection process and thus, we encourage our managers to promote meaningful ESG integration across their investment processes. We require our managers to vote in accordance with their proxy voting policies. Should such consistency not be observed, managers are required to report on this and explain why deviating from their voting policy was in the best interest of the Plan and its beneficiaries.


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