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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)

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。

When selecting external managers we score managers on five criteria. In three of the five criteria ESG considerations are included: 1. ESG integration in the organization, 2. ESG integration in the investment process and 3. the remuneration policy. Managers are scored based on their qualifications on these three ESG aspects.How important is responsible investment for the organization and how well is it embedded in the organization. What is the level of ESG integration in the investment process? (i.e. is it part of the standard investment process, are portfolio managers educated on this topic etc..) For the remuneration policy we score on governance, transparancy and alignment of interest. The better the results the higher the score for a manager.The criteria used for selecting external managers are the same criteria on which managers are monitored continuously. As part of our review process all aspects / criteria are discussed with the manager again.

02.3. 補足情報。[任意]