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DSM Capital Partners LLC

PRI reporting framework 2018

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

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 100%

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。

It is DSM’s policy to include ESG factors in its investment process. In general, if DSM determines that ESG factors may have a material impact on the potential long-term returns of an investment, DSM will complete in-depth research on those issues and continue to monitor them for any developments and determine whether any action should be taken with respect to the investment.

DSM will invest in companies with ESG issues when our research concludes that the issues are not material to long-term financial returns. DSM will evaluate Board of Directors independence, qualifications and procedures, with regard to achieving future financial returns for shareholders.

DSM has adopted various procedures to implement the firm's policy, which include the following:

  • The CCO or a designee performs a quarterly ESG review of all companies whose stock is held in DSM’s model portfolio investment strategies;
  • Each analyst reviews all ESG Controversy Reports for each of the companies that they cover, providing commentary to the Firm’s Chief Investment Officer on any material negative assessments;
  • The Chief Investment Officer, in conjunction with the applicable analyst, will determine if any action is to be taken with respect to any investment held in DSM’s model portfolio investment strategies;
  • The CCO or a designee will maintain an ESG file incorporating all analysts’ commentary;
  • As updates or changes occur in the ESG ratings of any company held in DSM’s model portfolio strategies, the CCO or a designee will provide the relevant analyst with updated Controversies Reports for further review and analysis.

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 (Not Completed)


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]


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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