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Martin Currie Investment Management

PRI reporting framework 2018

You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

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。

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

We served on the steering forum of the PRI collaborative engagement on cyber security; we were on the steering committee for the collaborative engagement for fracking disclosure; we participated in the collaborative engagement on labour relations which has concluded; we participated in the collaborative engagement on water in the agricultural supply chain where we lead the engagement on a number of companies; we are participating in the collaborative engagement on cybersecurity and leading on a number of companies; we are participating in the collaborative engagement on corporate taxation and leading on a number of companies; we are on the ESG Engagements Advisory Committee; we participated in a panel at PRI-in-person on ESG integration in Emerging Markets; we participated in an education program with the PRI and CFA on ESG integration

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

We have signed up to this initiative and use the research and data and encourage companies to sign up where they are not signatories.  The reports provide useful information as a basis for engagement with investee companies.

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

We have signed up to this initiative and use the research and data and will encourage companies to sign up where they are not signatories

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

We have signed up to this initiative and use the research and data and will encourage companies to sign up where they are not signatories. The collaborative water initiative has played a role in promoting this initiative.

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

We joined the ICGN in 2016 and follow closely for the work they do on corporate governance and more recently the work the have done establishing global stewardship principles.  We sponsored their annual conference in Malaysia and participated in panels on ESG integration and governance in Emerging Markets

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

We have worked with the IIRC on their efforts around disclosure holding a number of meetings with the group.  We were also one of the asset managers to sign the Investor Statement supporting Integrated Reporting.

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

We have worked with the LAPFF on a number of occasions and presented at their conference again in 2017 on our approach to, and the benefits of, ESG integration.  We also produced a paper for them looking at how we incorporate sustainability into our process in Emerging Markets in particular.

          Investment Association
        

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

We are members of the Investment Association and have provided input on their approach to RI

          Financial Reporting Council (FRC)
        

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

We have been participants in the outreach programs that the FRC has organised including providing input on some of the recent proposed changes to UK legislation as regards reporting and corporate governance 

          Collaborative Initiative: Livestock production and the prophylactic use of antibiotics
        

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアティブへの関与の度合について、簡単に説明してください。[任意]

The process was initiated and co-ordinated by ShareAction in the UK in conjunction with Farm Animal Investment Risk and Return (FAIRR).  We recognised the issue but wanted to understand the viewpoint of ShareAction and FAIRR before becoming involved.  We had a call with ShareAction and FAIRR to set out the terms of the engagement and the objectives.  This engagement is ongoing and was expanded during the course of 2017.  We signed the letters that ShareAction and FAIRR prepared which were targeted at a number of companies and have been sent out to the companies concerned with follow up correspondence on the back of the company responses.  We expect to also use this framework to inform our one-on-one engagement with companies exposed to these risks.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明

          We have participated in the PRI/CFA educational program on ESG integration where we have talked about our approach.  We have supported and worked with other Legg Mason affiliates as well as other asset managers to build understanding of and promote RI. We run internal training programs for our own investment managers but also support education for our clients where requested
        

行動の頻度

説明

          David Sheasby, Head of Stewardship and ESG at Martin Currie, chaired a session at the PRI Academic conference to receive and comment on three academic papers on RI
        

行動の頻度

説明

          We have set out our approach to stewardship and disclosure and reporting in our  stewardship annual report.  We have show-cased this as an example of reporting at conferences and received extremely positive feedback on the reporting and transparency as a benchmark
        

行動の頻度

説明

          We are very active in promoting responsible investment to a wide range of stakeholders. During the reporting period, we:
-	Participated in the PRI/CFA education program on ESG integration where we talked about our approach
-	Presented at the ICGN annual conference on ESG integration in emerging markets
-	Presented at the PRI in Person conference in Berlin on our approach to ESG integration
-	Facilitated a session with the PRI in London on ESG integration
-	Presented at the LAPFF conference on sustainability in emerging markets
-	Hosted our own client event which discussed the importance of responsible investment in emerging markets – with guest speaker Fatima Bhutto
-	We have supported and worked with other Legg Mason affiliates, as well as other asset managers, to build understanding of and promote RI
-	We run internal training programs for our own investment managers
-	We support RI education for clients, prospects and consultants in a number of countries
        

行動の頻度

説明

          We have worked on a number of internal pieces of research looking at responsible investment during the reporting period, for example:
-	Looking at the linkage between ESG ratings and financial performance
-       Looking at the transition mechanisms and impact on performance
-       Carbon-footprinting our clients portfolios
We have also shared internally, the articles we have written for external audiences including:
-       Global Emerging Markets – Through the ESG Lens, October 2017
-	Trump and the Paris Agreement – on the wrong side of history? June 2017
-	Staying ahead of the cyber threat, June 2017
-	Stewardship Annual Report, April 2017
-	Engaging to disclose fracking practices, January 2017
-	Governance and sustainability outlook 2017, January 2017
-	Monthly Stewardship & ESG blogs – for parent company internal use only

These articles are distributed direct to clients via email, and to a wider audience via our website, social media, events, and through press activity.
        

行動の頻度

説明

          We have supported and worked with other Legg Mason affiliates as well as other asset managers to build understanding of and promote RI and to help them understand the PRI.  Subsequently, another one of the Legg Mason affiliates has signed up to the PRI.
        

行動の頻度

説明

          We have written a number of responsible investment related articles during the reporting period:
-	Global Emerging Markets – Through the ESG Lens, October 2017
-	Trump and the Paris Agreement – on the wrong side of history? June 2017
-	Staying ahead of the cyber threat, June 2017
-	Stewardship Annual Report, April 2017
-	Engaging to disclose fracking practices, January 2017
-	Governance and sustainability outlook 2017, January 2017
-	Monthly Stewardship & ESG blogs – for parent company internal use only

These articles are distributed direct to clients via email, and to a wider audience via our website, social media, events, and through press activity.
        

行動の頻度

説明

          David Sheasby, Head of Stewardship and ESG at Martin Currie, was on the Advisory Committee for the PRI Collaborative Engagement on Cybersecurity. David is also a member of the ESG Engagement Advisory Committee.
        

行動の頻度

10.3. Describe any additional actions and initiatives that your organisation has taken part in during the reporting year to promote responsible investment [Optional]

In respect of the commitments of being a PRI signatory, we implicitly and explicitly include ESG factors within our investment process, where material to the investment case. We support the development of ESG-related tools, metrics, and analyses; encourage investment service providers such as brokers and research firms to integrate ESG factors into their own analysis; liaise with academics and other research providers on this theme; and incorporate ESG factors into training for our investment professionals.

In addition to the activities highlighted above we have:

  • Made presentations to clients and to advisers to explain our approach to ESG and the PRI
  • Presented on webinars - e.g. our approach to stewardship and ESG; green finance with Clearbridge / Legg Mason
  • Presented to the LAPFF conference on our approach to, and the benefits of, ESG integration.
  • Answered an increasing number of questionnaires from clients and advisers to provide more in-depth understanding where requested e.g. with regards to the merits of carbon footprinting
  • Engaged with companies on ESG matters referencing our membership of the PRI
  • Were approached by and helped companies improve their ESG reporting 
  • Voted on specific ESG related issues to encourage better practices at companies
  • Continued to update our extensive guide on our approach to ESG
  • Continued emphasis on ESG considerations as part of our broker selection and evaluation - notably in the run-up to MIFID II
  • Ran training sessions internally including lunch and learns to promote understanding of ESG

SG 11. Dialogue with public policy makers or standard setters (Private)


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