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Strathclyde Pension Fund

PRI reporting framework 2017

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


SAM 07.1. Appointment processes (listed equity/fixed income)

07.1. あなたの組織では、ほとんどのケースで、また、商品の仕組みが許す限り、運用会社の選定の一環として以下の項目のいずれかを行っているかどうかを明示してください。

SAM 07.2-5. Appointment processes (listed equity/fixed income)

07.2. 運用会社の指名において通常盛り込んでいる、ベンチマーク、目標、インセンティブ/コントロールおよび報告要件の事例を資産クラス別に記載してください。




          Voting a contractual issue; Typical clause states;
The Client’s expectation is that the Manager will exercise votes, on behalf of the Client, on all UK equities held in the portfolio, taking into account the UK Stewardship Code. Votes attached to overseas investments should be exercised where the Manager reasonably considers economically viable.   The Manager should report back to the Client on its voting activity on a quarterly basis.
          Engagement is a contractual issue; Typical clause states;
The Client believes that, where they may be relevant to shareholder value, social, environmental and ethical considerations are among the factors which the Manager should take into account when selecting investments for purchase, retention or sale. Accordingly, the Manager is expected to initiate a process of active engagement on these issues with companies in which they have invested on behalf of the Client, where appropriate, and to report back to the Client on any engagements undertaken and progress made on a quarterly basis.



07.3. 組織では、選定プロセスの過程において、組織の報告要件を満たすことができるかどうかという運用会社の報告能力をどのように評価しているか説明してください。

Agree upon ESG reporting requirements

Review ESG reporting processes and capacity in place

Agree processes for raising ad-hoc ESG issues

Other, specify

None of the above



Managers are obliged to co-operate with the RI overlay provider GES. This is also subject to a contractual clause

07.4. Explain which of these actions your organisation might take if any of the requirements are not met

07.5. 組織が設定している外部運用会社の指名プロセスに関連する追加情報を記載してください。 [任意]