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LocalTapiola Asset Management Ltd

PRI reporting framework 2017

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

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

当てはまるものを全て選択してください

資産クラス

(a) 選定

(b) 指名

(c) モニタリング

上場株式

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。

LocalTapiola Asset Management has a formalized process when selecting new investment managers. In addition to direct equity and fixed income investments, around 26% of our AUM is invested through externally managed funds.

In externally managed funds the ESG analysis is performed based on our RI and ESG policies, when an external investment manager is chosen. Based on this analysis a ESG score is given to each manager. This score is reviewed on a regular basis. As we do not have an open architecture we choose carefully the group of external fund managers with whom we do business. We aim to maintain a long-term relationship with all our external fund managers and therefore get to know how they do business. We also meet regularly with external manager representatives and include ESG issues into the dialogue. The RI reporting performed by the external managers is also assessed.

At the end of 2016, 86 % of our external managers were signatories to the UN PRI.The percentage share is somewhat lower than in 2015, as we have appointed some new external managers in alternative investments.

 

02.3. 補足情報。[任意]


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