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Sparinvest S.A.

PRI reporting framework 2017

Export Public Responses

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。



          We use benchmarking data from PREGIN, INREV, ANREV and NCREIF.


          See answer given in SAM 2.2



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]

          We require external managers to complete a questionnaire stating the following:
•	The investment manager is aware of the UN Global Compact Principles
•	There have been no deliberate and repeated violations of the principles of UN Global Compact in the property management/development
•	The investment manager has not been involved in any critical violation of national laws with no attempt to remedy the violation.
•	The investment manager will not invest in properties which are principally used for manufacturing, trading, storing or other kinds of servicing of weapons violating the international arms treaties.