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Australian Ethical Investment Ltd.

PRI reporting framework 2019

You are in Strategy and Governance » Objectives and strategies

目的および戦略

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報 [任意]

Our Ethical Advisory Group (see SG 07.2) meets approximately eight times per year. The activity of the Ethical Advisory Group is reported to the board quarterly.


SG 06. Main goals/objectives this year

06.1. 報告年度に組織として設定している責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標(KPI)

          Contribution to training on ESG incorporation methodologies.
        

進捗状況

Our ethics research team, CIO and CEO participated in a range of responsible investment working groups, presentations, panels and conferences which dealt with ESG integration opportunities and challenges (including initiatives organised and coordinated by Responsible Investment Association of Australasia, Investor Group on Climate Change, Financial Services Council, BBFAW and PRI).

主要パフォーマンス指標(KPI)

          Contribution to training on ESG engagement methods and opportunities.
        

進捗状況

Our ethics research team, CIO and CEO participated in a range of responsible investment working groups, presentations, panels and conferences which dealt with ESG engagement opportunities and challenges (including initiatives organised and coordinated by Responsible Investment Association of Australasia, Investor Group on Climate Change, Financial Services Council, 30% Club, FAIRR and PRI).

主要パフォーマンス指標(KPI)

          Implementation of our Advocacy Plan for the year, and pursuing other engagement and advocacy opportunities as they arise to advance our Ethical Charter
        

進捗状況

We engaged with companies about:

- disregard for the interests of customers in the financial services sector

- harm to animals caused by live export of sheep

- action to align activities with the Paris Climate Agreement and the net zero emissions transition  

- worker exploitation in agricultural supply chains

- reduction, refinement and replacement of the use of animals in medical research.

Positive progress was reported by companies in these areas. Further information is available here:

https://www.australianethical.com.au/ethical-influencing/

https://www.australianethical.com.au/animal-wellbeing/

主要パフォーマンス指標(KPI)

          Efficiency and effectiveness of ethical screening process
        

進捗状況

Ongoing review of frameworks for application of our Ethical Charter and third party ESG data and analysis used. Revised frameworks adopting for banking, governments and diversity.

投資に係る財務業績

投資のESG特性

主要パフォーマンス指標(KPI)

          Screening of all investments under the Australian Ethical Charter, taking account of positive and negative impacts on people, animals and environment.
        

進捗状況

All potential new investments were assessed under our Ethical Charter. We did not invest in 'non-aligned' companies (other than nominal holdings held for advocacy purposes).

主要パフォーマンス指標(KPI)

          Progress towards our target of net zero emissions by 2050 across all our investments (target set under Portfolio Decarbonisation Coalition in 2014).
        

進捗状況

The carbon footprint of our share investments remains well below the footprint of the benchmark (34% of the carbon intensity of benchmark at 31 December 2017). This shows the effectiveness of our Ethical Charter in identifying low-carbon investments. Our share investment in renewable power generation is proportionately about six times that of the global sharemarket. The growth in renewable power generation capacity, represented by our current share investments and projected over the next five years, is aligned with what is required to limit warming to below 2 degrees (under the IEA SDS and B2DS scenarios).

Further information is available in our Sustainability Report (pages 20-26 https://www.australianethical.com.au/wp-content/uploads/2018/10/Sustainability-Report_2018-WEB_24102018.pdf).

 

その他の活動

主要パフォーマンス指標(KPI)

          Contribution to collaborative investor engagement initiatives as part of our annual Advocacy Plan and to advance our Ethical Charter.
        

進捗状況

We contributed to the following collaborative investor engagement initiatives:

- reduction of antibiotic use in animal agriculture and increased use of plant based protein in food (FAIRR)

- Climate Action 100+ engagement with carbon intensive companies and sectors (IGCC).

Further information is available here:

https://www.australianethical.com.au/ethical-influencing/

https://www.australianethical.com.au/animal-wellbeing/

主要パフォーマンス指標(KPI)

          Increased institutional investor participation in collaborative engagement and advocacy.
        

進捗状況

We encouraged investor participation and support for shareholder resolutions in responsible investment working groups, presentations and panels dealing with shareholder engagement and investor disclosure. These were organised and coordinated by Responsible Investment Association of Australasia, Investor Group on Climate Change and Financial Services Council. We have seen a growing level of institutional investor support for shareholder resolutions on ESG issues.

主要パフォーマンス指標(KPI)

          Public communication of specific engagements and investment impacts.
        

進捗状況

Ongoing communication of investment examples, company engagements and portfolio impact through our annual reporting, Advocacy Fund reporting, Good Money magazine, website articles and social media. Examples include:

https://www.australianethical.com.au/wp-content/uploads/2017/09/AEI-Annual-Report_FA_SPS_WEB_2017.pdf

https://www.australianethical.com.au/news/12-ways-we-are-for-a-better-world/

https://www.australianethical.com.au/news/fair-goals-30-club/

https://www.australianethical.com.au/news/keen-green-find-shade-thats-right/

https://www.australianethical.com.au/news/powerful-ethical-argument-for-wind/

https://www.australianethical.com.au/news/australian-ethical-is-divesting-from-amp/

https://www.australianethical.com.au/news/two-ethical-companies-invested/

https://www.australianethical.com.au/news/australias-live-export-trade-needs-end-now/

その他(具体的に記載してください)(1)

          Impact measurement and reporting
        

主要パフォーマンス指標(KPI)

          Identification, measurement and reporting of new impact metrics
        

進捗状況

Our 2017-18 reporting (https://www.australianethical.com.au/wp-content/uploads/2018/10/Sustainability-Report_2018-WEB_24102018.pdfi) included information about the climate performance and SDG impact of our investment portfolio. This included carbon footprint data for our share investments (emissions intensity 34% of blended benchmark as at 31 December 2017, as assessed by Trucost); 'sustainable impact revenue' earned by companies we invest in (sustainable impact measured as over 3 times impact of blended benchmark as at 31 December 2017, assessed using MSCI ESG Research data on revenue from social impact solutions and environmental impact solutions); alignment of our energy sector investments with a well below 2 degree path; company and government engagement outcomes; and information about the impact of specific investments. Challenges include availability, consistency and reliability of data; capturing and balancing multiple positive and negative impacts of  products and services (production, distribution and consumption). 

06.2. 補足情報 [任意]


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