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Wells Fargo Asset Management

PRI reporting framework 2018

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

アクティブ運用している上場株式におけるESGの組み入れ

実施プロセス

LEI 01. Percentage of each incorporation strategy

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. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
100 %
アクティブ運用している上場株式の合計 200%

01.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

WellsCap integrates ESG research into our investment process as philosophically, we believe it contributes to our ability to manage risk more holistically and generate sustainable, long-term returns for our clients. WellsCap views ESG criteria as an important set of factors among many that should be evaluated and incorporated by our investment teams to inform investment decisions. We believe that ESG issues can have an impact on investment performance and have financial consequences; likewise, we believe that a better understanding of ESG risk factors can help protect against downside risk and contribute to long term risk-adjusted returns.

We are able to incorporate client ESG screening requests provided that they do not substantially impact the  ability to effectively deliver expected investment outcomes to the client. As such, each independent investment team carefully review clients' guidelines to ensure that they can invest within their style, given the clients' restrictions.

01.3. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

Negative screening is incorporated by client request and is desinged to align with specific client needs.

04.2. スクリーニング基準の設定方法、基準の見直し頻度、基準の変更を顧客や受益者に通知する方法について説明してください。

We are able to incorporate most client screening requests, provided that they do not substantially impact the independent investment team's ability to effectively deliver its strategy to the client. We carefully review clients' guidelines to ensure that we can invest within the investment style, given the clients' restrictions.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報 [任意]

Our compliance team utilizes MSCI Business Involvement Screening Research for ESG screening activities. This data is reviewed by the vendor to incorporate corporate actions on a monthly basis (to account for activities such as acquisitions, consolidations, mergers, name changes, public offerings, spinoffs, and splits).


LEI 06. Processes to ensure fund criteria are not breached (Private)


C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. 投資分析の一部として体系的に調査するESG要因と、この分析の影響を受けるアクティブ戦略の上場株式ポートフォリオの割合を記載してください。

ESG問題

影響を受ける割合
Environmental

E(環境)

Social

S(社会)

Corporate Governance

コーポレートガバナンス

08.2. 補足情報 [任意]

WellsCap integrates ESG research into our investment process as philosophically, we believe it contributes to our ability to manage risk more holistically and generate sustainable, long-term returns for our clients.

WellsCap views ESG criteria as an important set of factors among many that should be evaluated and incorporated by our investment teams to inform investment decision making. We believe that ESG issues can have an impact on investment performance and have financial consequences; likewise, we believe that a better understanding of ESG risk factors can help protect against downside risk and contribute to long term risk-adjusted returns. As such, WellsCap integrates material ESG considerations across our universe of investment strategies and as part of our independent investment team’s overall approach to investing.


LEI 09. Processes to ensure integration is based on robust analysis (Private)


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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