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SPF Beheer

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。

At SPF Beheer, we want our investment policy to be in line with the long-term horizon of our clients, two pension funds. This means we are looking for stable returns on the long-term. We believe that inefficiencies are part of every market, wherefore an active investment policy can pay off. Diversification is key and an extra reward for illiquidity and long-term investment exists. Additionally, we only want to invest in investment categories that are transparent and understandable.  

For us, these beliefs have resulted in the management of a largely active, long-term investment portfolio. Our focus is on the quality of a company instead of its valuation. Quality is expressed in both stable financial returns as well as an adequate management of ESG. ESG is therefore an intrinsic part of our selection process. To really get to know our companies, as a shareholder we are very much involved with the companies we invest in and engage in regular dialogue with these companies.

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。


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。

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

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]

We report on these issues via the website of our clients. All of the descriptions and documents are also available on the SPOV website (http://www.spov.nl/Over-SPOV/Verantwoordbeleggen). The descriptions are simplified in order to make them more accessible to our client's participants and the general public.

Currently, we do not specifically report on climate-related issues. It is however high on our agenda to change this. In the most recent annual report of our clients, we did report on the carbon footprint of our investment portfolio.

Additionally, we have consciously decided not to publish our detailed guidelines on E, S and G factors. This would result in an overload of information to our clients' participants. Also, much of these guidelines are comparable with the items mentioned in our proxy voting policy. The formalized guidelines on environmental, social and corporate governance factors are available upon request.


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.

- Every (potential) conflict of interest has to be reported to the compliance officer

- Transactions with an/or gifts received from (potential) clients and/or relations of SPF Beheer have to be reported

- Personal investment transactions have to be reported to the compliance officer and are restricted where they resemble institutional transactions.

- The compliance officer has the right to research any transaction, gifts and (potential) conflict of interest. The results of this research will be reported to the CEO and, if necessary, the Supervisory Board. Sanctions (from warnings to immediate dismissal) are imposed for not complying with the conflict of interest policy.

- The conflict of interest policy, jointly with the code of conduct, have to be reviewed and signed every year by all employees.

- SPF Beheer employs two compliance officers; one internally and one externally.

03.3. Additional information. [Optional]

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SG 04. Identifying incidents occurring within portfolios (Private)


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