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Schroders

PRI reporting framework 2019

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

指名

SAM 04. Appointment processes (listed equity/fixed income)

04.1. あなたの組織では、ほとんどのケースで、また、商品の仕組みが許す限り、運用会社の選定および・もしくは約定の一環として以下の項目のいずれかを行っているかどうかを明示してください。

04.2. 運用会社の指名において通常盛り込んでいる、ベンチマーク、目標、インセンティブ/コントロールおよび報告要件の事例を資産クラス別に記載してください。

資産クラス

ベンチマーク

          The benchmarks used to assess an investment’s performance include peer group benchmarks from Cambridge Associates and Preqin and public market equivalent benchmarks that utilise public benchmarks applicable to the specific investment.
        

ESG目標

          Objectives are manager specific, but the goal is for the manager to continuously enhance their ESG integration
        
          Objectives are manager specific, but the goal is for the manager to continuously enhance their ESG engagement
        
          Schroder Adveq actively promotes responsible investing with the managers we invest in by making it clear through our pre-investment diligence and post-investment monitoring that adherence to ESG principles is an important component of our investment decision and our perspective on how the manager is performing post investment.  One example of promoting ESG, is that we seek to establish 1 to 3 ESG goals for each fund upon our commitment that we would like to see the manager pursue going forward.  These goals are reviewed during investment monitoring.
        
          Objectives are manager specific, but the goal is for the manager to continuously enhance their ESG process
        
          Objectives are manager specific, but the goal is for the manager to continuously improve their ESG standards
        

インセンティブおよびコントロール

報告要件

04.3. 報告要件のいずれかが満たされない場合に、組織では、以下に記載するどの措置を講じることになるのかを示してください。

          If Schroder Adveq determines that the requirements for which the manager is not meeting are material, the firm will seek to work with other limited partners to increase the attention of the non-compliant matters with the manager to ensure the issues are addressed.
        

04.4. 組織が設定している外部運用会社の指名プロセスに関連する追加情報を記載してください。 [任意]

          
        

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