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SPF Beheer

PRI reporting framework 2018

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

指名

SAM 04. Appointment processes (listed equity/fixed income)

04.1. 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、運用会社の選定および・もしくは約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。

04.2. 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。

資産クラス

ベンチマーク

ESG目標

          The manager has to adhere to our exclusion policy and list
        
          The manager has to integrate ESG criteria into its investment processes
        
          The manager will engage with the companies in its portfolio
        
          The manager will vote on all agenda items of companies in its portfolio. The manager normally uses its own voting policy (similarity to our own voting policy is checked).
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Depending on the management style of the portfolio
        

ESG目標

          The manager has to adhere to our exclusion policy and list
        
          The manager has to integrate ESG criteria into its investment processes
        
          The manager will engage with the companies in its portfolio.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Depending on the management style of the portfolio
        

ESG目標

          The manager has to adhere to our exclusion policy and list
        
          The manager has to integrate ESG criteria into its investment processes
        
          The manager will engage with the companies in its portfolio
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Depending on the management style of the portfolio
        

ESG目標

          The manager has to adhere to our exclusion policy and list
        
          The manager has to integrate ESG criteria into its investment processes
        
          The manager will engage with the companies in its portfolio
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          7yr average MSCI DM +3%
        

ESG目標

          The manager has to adhere to our exclusion policy and list
        
          The manager has to integrate ESG criteria into its investment processes
        
          The manager will engage with the companies in its portfolio
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          FTSE EPRA/NAREIT
        

ESG目標

          The manager has to adhere to our exclusion policy and list
        
          The manager has to integrate ESG criteria into its investment processes
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Eurozone inflation +3%
        

ESG目標

          The manager has to adhere to our exclusion policy and list
        
          The manager has to integrate ESG criteria into its investment processes
        
          The manager will engage with the companies in its portfolio
        

インセンティブおよびコントロール

報告要件

04.4. 報告要件のいずれかが満たされない場合に、組織では、以下に記載するどの措置を講じることになるのかを示してください。

04.5. 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]

          Please note that the standard communication frequency is quarterly. If a manager, however, breaches our policy or exclusion list, we demand that the manager immediately notifies us. This is also checked continuously via our systems.
        

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