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GEROA PENTSIOAK E.P.S.V. de EMPLEO

PRI reporting framework 2019

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12]

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]

Direct - Listed Equity Incorporation

Direct - Listed Equity Active Ownership

Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]

Direct - Fixed Income

Direct - Hedge Funds

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

You are in Organisational Overview » Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies (Not Completed)

OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)

OO FI 01. Breakdown of fixed income investments by passive and active strategies

この指標は、「報告義務、自主開示」から「必須」に変更されました。この指標に対する貴組織の回答は、透明性レポートに掲載されます。この「必須」への変更により、より良い分析とピアリングが可能になります。

組織内で運用されている債券の内訳をアクティブ戦略とパッシブ戦略で分けてください。

戦略	パッシブ	アクティブ-数量的(クオンツ)	アクティブ-ファンダメンタルおよび・もしくはその他のアクティブ戦略	組織内で運用する債券証券合計
SSA	50%超 10-50% 10%未満 0%	50%超 10-50% 10%未満 0%	50%超 10-50% 10%未満 0%	100%
社債(金融)	50%超 10-50% 10%未満 0%	50%超 10-50% 10%未満 0%	50%超 10-50% 10%未満 0%	100%
社債(非金融)	50%超 10-50% 10%未満 0%	50%超 10-50% 10%未満 0%	50%超 10-50% 10%未満 0%	100%
証券化	50%超 10-50% 10%未満 0%	50%超 10-50% 10%未満 0%	50%超 10-50% 10%未満 0%	100%

FI 01.2. 補足情報 [任意]

OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)

OO FI 03. Fixed income breakdown by market and credit quality

FI 03.3. 補足情報 [任意]

If you are invested in private debt and reporting on ratings is not relevant for you, please indicate below

OO FI 03.2 is not applicable as our internally managed fixed income assets are invested only in private debt.

OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Not Applicable)

OO PE 01. Breakdown of private equity investments by strategy

PE 01.1. 組織内で運用されるプライベートエクイティの内訳を投資戦略別に記載してください。

投資戦略	組織内で運用されるプライベートエクイティ保有がAUMに占める比率
ベンチャーキャピタル	50%超 10-50% 10%未満 0%
グロースキャピタル	50%超 10-50% 10%未満 0%
(レバレッジド）バイアウト	50%超 10-50% 10%未満 0%
ディストレスト/ターンアラウンド/特殊事情	50%超 10-50% 10%未満 0%
セカンダリー	50%超 10-50% 10%未満 0%
その他の投資戦略（具体的に記入してください）	50%超 10-50% 10%未満 0%
その他の投資戦略（具体的に記入してください）	50%以上 10～50% 10%未満 0%
合計100%

その他の投資戦略（具体的に記入してください）

          Co investment

その他の投資戦略（具体的に記入してください）

          Funds of funds

GEROA PENTSIOAK E.P.S.V. de EMPLEO

PRI reporting framework 2019

関連指標

OO LE 01. Breakdown of listed equity investments by passive and active strategies (Not Completed)

OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)

OO FI 01. Breakdown of fixed income investments by passive and active strategies

FI 01.2. 補足情報 [任意]

OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)

OO FI 03. Fixed income breakdown by market and credit quality

FI 03.3. 補足情報 [任意]

If you are invested in private debt and reporting on ratings is not relevant for you, please indicate below

OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Not Applicable)

OO PE 01. Breakdown of private equity investments by strategy

PE 01.1. 組織内で運用されるプライベートエクイティの内訳を投資戦略別に記載してください。

その他の投資戦略（具体的に記入してください）

その他の投資戦略（具体的に記入してください）

PE 01.2. 補足情報 [任意]

OO PE 02. Typical level of ownership in private equity investments (Private)

OO PR 01. Breakdown of property investments (Private)

OO PR 02. Breakdown of property assets by management (Private)

OO PR 03. Largest property types (Private)

OO INF 01. Breakdown of infrastructure investments (Private)

OO INF 02. Breakdown of infrastructure assets by management (Private)

OO INF 03. Largest infrastructure sectors (Private)

OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)