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Addenda Capital Inc.

PRI reporting framework 2018

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投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、ならびに、ESG 要因および実体経済の影響をどのように考慮に入れているのかについて説明して下さい。

3. Sustainable Investing Principles
Addenda Capital’s approach to sustainable investing is guided by the following principles:
3.1 Good ESG policies, practices and performance have a positive influence on long-term corporate financial performance and investment performance.
3.2 Considering ESG practices and encouraging good ESG practices will help us protect and enhance the long-term value of investments for our clients.
3.3 Sustainable investing will help us fulfill our duty to act in the best long-term interests of our clients.
3.4 Our approach to sustainable investing must be continuously improved and we have a duty to proactively contribute to the development and promotion of sustainable investing globally.
3.5 Cooperation with other investors and stakeholders can help us improve our approach and can increase the effectiveness of our activities.
3.6 Sustainable investing will help us better align our investment activities with the broader objectives of our clients and the best interests of society.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。

4. Policy
Our approach to sustainable investing is consistent with the framework provided by the United Nations-sponsored Principles for Responsible Investment (“PRI”). This framework enables us to apply Addenda Capital’s principles as listed above to our investment decision-making and stewardship practices. Therefore, where consistent with our fiduciary responsibilities and based on the principles established by the PRI, we commit to the following:
4.1 Identify the ESG issues that could have a material impact on investment performance and incorporate their consideration into investment analysis and decision-making.
4.2 Monitor the ESG practices of the entities in which we invest, exercise voting rights and engage in a dialogue with the entities in which we invest in accordance with our Stewardship Policy and our Proxy Voting Policy.
4.3 Promote acceptance and implementation of sustainable investing and support regulatory or policy initiatives that would enable sustainable investing practices.
4.4 Collaborate with other investors to promote and enhance sustainable investing practices.


SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

02.3. 組織の投資原則および全体の投資戦略が公表されているかどうかについて明示して下さい。

02.4. 補足情報 [任意]

In addition to our Sustainable Investing Policy and our Proxy Voting Policy, we also have a Stewardship Policy, which can be found here: https://addendacapital.com/Portals/0/Addenda_Capital_Stewardship_Policy_2016_EN.PDF


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

All Addenda Capital employees and directors are required to comply with the rules and principles that apply to them under our Code of Ethics and Professional Conduct and to confirm their compliance on an annual basis. The Code of Ethics and Professional Conduct contains a section on Conflicts of Interest that sets out acceptable practices and disclosure requirements.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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