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Bâtirente

PRI reporting framework 2019

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

成果および結果

SAM 08. Percentage of externally managed assets managed by PRI signatories

08.1. 組織では、RIに関するベストプラクティスが保有資産の運用に確実に適用されるようどのようにして万全を図っているその内容を説明してください

方策

          We share articles of interest on ESG issues with our managers and invite them to PRI Québec meetings and the annual conference on responsible investment.
        

方策

          We reduced underperforming responsible investment mandates to increase our participation in the global equity fund focused on sustainable growth and green bonds. We frequently meet managers who propose ESG strategies and when it comes to reviewing existing mandates we like to examine the ESG options available to us.
        

08.2. 補足情報 [任意]

13 of our 15 portfolio managers are PRI signatories. In a very large number of cases, they have become so as a result of our representations.


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. 報告年度において、運用会社の選定、指名やモニタリングプロセスの過程で、ESG問題がどのように対処されているかを示す事例を挙げてください。

トピックまたは問題
          ESG integration
        
実行者
資産クラス
対象範囲およびプロセス

Annually the staff meets with each external asset manager to review the process through which it has integrated ESG information into the portfolio construction process. The staff will seek to identify any or all of the following:

  • Date sources that are used to document ESG issues at firm level;
  • Examples of companies sold or not selected because of poor ESG performance;
  • Demonstrate a knowledge of actual ESG performance of investee companies;
  • Respond to challenges brought by the staff based on information about controversies in which portfolio companies are involved;
  • Review actual corporate engagement undertaken by the asset manager or any third party on their behalf;
  • Etc.
結果

We have had the opportunity to see change at some asset managers. For instance:

  • One asset manager changed its in-house rating system to incorporate ESG data in the ex-ante decision making process instead of an ex-post data point;
  • Another asset manager is starting to measure the carbon footprint of its pooled funds.

09.2. 補足情報 [任意]


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