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CBRE Global Investors

PRI reporting framework 2018

Export Public Responses

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LEA 03. Process for identifying and prioritising engagement activities


03.1. 貴社内のスタッフが実行するエンゲージメント活動を特定し、優先順位を決定する正式なプロセスが貴社にあるかどうか示してください。

03.2. 貴社内のスタッフが実行するエンゲージメントを特定し、優先順位を決定する際に使用する基準を説明してください。

03.3. Additional information. [Optional]

LEA 04. Objectives for engagement activities


04.1. 貴社内のスタッフが実行する貴社のエンゲージメント活動に具体的な目的を定義しているかどうかを記載してください。

04.2. 貴社内のスタッフが実行する貴社のエンゲージメントを受けた企業の行動をエンゲージメント中および後で監視しているかどうかを記載してください。

04.3. 貴社内のスタッフが行うエンゲージメント活動の進捗を監視のうえ評価するために以下のいずれかを実施しているかどうか示してください。

04.4. Additional information. [Optional]

Portfolio managers and analysts frequently engage with portfolio companies on a variety of issues. For 2017, we logged engagements with over 130 companies related to ESG issues.  The goals of engagement are driven by the relevant analyst. Environmental issues addressed include the adherence to local protocols for evaluating the environmental performance of buildings as well as more general topics relating to energy conservation and efficiency.  Social issues addressed include community-support initiatives and charitable efforts, as well as building designs intended to focus on the well-being of tenant employees (e.g., WELL certification).  Governance items we engage on include specific items such as board independence and structure, ownership, proxy access, takeover defenses and executive compensation.   

In addition, we continued our efforts to support GRESB by engaging with 30 non-participating companies to emphasize the importance of the survey and encourage participation going forward.



LEA 09. Share insights from engagements with internal/external managers

09.1. エンゲージメントから得た考察を、貴社内の運用担当者や貴社外の運用会社と共有しているかどうかを記載してください。



09.2. Additional information. [Optional]

CBRE Clarion does not have a separate ESG team, so the same individuals (analysts) conducting engagement and making proxy voting decisions are also responsible for recommending an investment in a particular company.  Senior members of the investment team (those participating in CBRE Clarion’s Responsible Investment Management Committee) are responsible for aggregating such information and enabling analysts to understand the ESG issues being considered by their peers.

LEA 10. Tracking number of engagements

10.1. 貴社がエンゲージメントの数を追跡しているかどうかを記載してください。


10.2. Additional information. [OPTIONAL]

A log of engagement activity is maintained to track engagements between our analyst teams and the companies they cover.  Log entries include the following information: company, analyst, issue type (E, S or G) and issue description.  Senior members of the investment team (those participating in CBRE Clarion’s Responsible Investment Management Committee) are responsible for coordinate the logging of engagement activity and providing feedback to the analyst team on the engagement activities.  Since the analysts meet with company management frequently and sometimes on an ad hoc basis, some less substantive engagements may not be logged.