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ESG Portfolio Management

PRI reporting framework 2019

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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

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。

Sustainability investing is integral to ESG Portfolio Management’s strategy.  We are convinced that integrating environmental, social and governance (ESG) factors results in better-informed investment decisions which should result in higher risk adjusted returns. In addition we aim to increase the positive impact regarding the sustainable development goals (SDGs) and constantly work to reduce the CO2 emissions of our portfolio holdings further.
 
We do not invest in those government bonds and corporations with poor ESG quality or significant controversies or incidents like conflicting human rights. Potential investments are excluded when the companies are in the business of controversial weapons or nuclear energy, or if the companies generate more than five percent of sales in the areas of alcohol, coal, gaming, oil, pornography, tobacco or weapons.
 
We believe that our engagement with companies on financially material sustainability issues will have a positive impact on our investment results and on society. The policies outlined in this document apply to investments across equities, fixed income and alternatives. Our integration approach spans the breadth of the investment process, from identifying trends, analysing securities, constructing portfolios, through to engagement, voting and reporting.

We use MSCI ESG and Bloomberg on a daily basis

 

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]

Sustainability investing is integral to ESG Portfolio Management’s strategy.  We are convinced that integrating environmental, social and governance (ESG) factors results in better-informed investment decisions which should result in higher risk adjusted returns. In addition we aim to increase the positive impact regarding the sustainable development goals (SDGs) and constantly work to reduce the CO2 emissions of our portfolio holdings further.
 
We do not invest in those government bonds and corporations with poor ESG quality or significant controversies or incidents like conflicting human rights. Potential investments are excluded when the companies are in the business of controversial weapons or nuclear energy, or if the companies generate more than five percent of sales in the areas of alcohol, coal, gaming, oil, pornography, tobacco or weapons.
 
We believe that our engagement with companies on financially material sustainability issues will have a positive impact on our investment results and on society. The policies outlined in this document apply to investments across equities, fixed income and alternatives. Our integration approach spans the breadth of the investment process, from identifying trends, analysing securities, constructing portfolios, through to engagement, voting and reporting.


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

 
We do not invest in those government bonds and corporations with poor ESG quality or significant controversies or incidents like conflicting human rights. Potential investments are excluded when the companies are in the business of controversial weapons or nuclear energy, or if the companies generate more than five percent of sales in the areas of alcohol, coal, gaming, oil, pornography, tobacco or weapons.

We require minimum ESG ratings of BBB (MSCI ESG) or in cases where MSCI ESG ratings are not available a very positive report by imug.
 
 

スクリーニング実行者

説明

We use ESG data and ratings and controversy reports for every position.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

We inform via our monthly reporting and our website.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]

We check all ESG research at least twice a week. We are networking to learn about new or better ESG research providers.


LEI 06. Processes to ensure fund criteria are not breached (Private)


B) 実施:テーマ

LEI 07. Types of sustainability thematic funds/mandates

07.1. 組織が運用している、サステナビリティをテーマとするファンドやマンデートの種類を記載してください。

07.2. 組織でのサステナビリティをテーマとしたファンドのプロセスについて説明してください。 [任意]


Sustainability investing is integral to ESG Portfolio Management’s strategy.  We are convinced that integrating environmental, social and governance (ESG) factors results in better-informed investment decisions which should result in higher risk adjusted returns. In addition we aim to increase the positive impact regarding the sustainable development goals (SDGs) and constantly work to reduce the CO2 emissions of our portfolio holdings further.

We make sure that our portfolios have high positive impact regarding all SDG which we consider as themes. We controll this at least twice a week using MSCI ESG


 


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
E(環境)

E(環境)

S(社会)

S(社会)

コーポレートガバナンス

コーポレートガバナンス

08.2. 補足情報 [任意]

We use MSCI ESG for all positions to perform this task.


LEI 09. Processes to ensure integration is based on robust analysis

09.1. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

We use MSCI ESG to analyse ESG quality and SDG impact for every position.


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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