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Gjensidigestiftelsen

PRI reporting framework 2020

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]

Gjensidigestiftelsen reviews the overall investment strategy together with responsible investment activities each year. Changes are suggested and recommended by the investment team and final approval is made by the board. 


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)

          Number of team workshops each reporting year focusing on responsible investment strategies and continuing education of investment staff.
        

進捗状況

With our PRI membership we have gained access to best practice on ESG integration per asset class and every member of the investment team are encouraged to stay updated on relevant best practices on ESG integration in their asset class. In addition, as member of Norsif we regularly attend seminars on relevant topics. 

主要パフォーマンス指標(KPI)

          Number of engagements with external fund managers/ companies each year.
        

進捗状況

Each portfolio manager is responsible for integrating ESG considerations in their portfolio and activities are reported to the board biannually. 

主要パフォーマンス指標(KPI)

          Improvement of total portfolio rating versus benchmark and increased focus on tracking contribution to the SDGs
        

進捗状況

Real time monitoring of ESG profiles in our portfolio, and full mapping of our portfolio companies to ESG issues through the use of MSCI and Factset.

投資に係る財務業績

主要パフォーマンス指標(KPI)

          In the long term investment horizon, higher risk adjusted return by considerations of ESG-factors in the investment process, but causality not proven
        

進捗状況

Academic research project with local university BI, where students will write a master thesis on our ESG performance compared to our peers and impact of ESG-factors on portfolio performance over time. 

投資のESG特性

主要パフォーマンス指標(KPI)

          Monitoring improvement of ratings of investments versus benchmark for equities and bonds
        

進捗状況

We monitor this through Factset and are in the process of implementing portfolio adjustments. 

その他の活動

主要パフォーマンス指標(KPI)

          Number of initiatives joined
        

進捗状況

We have joined two initiatives this year.

主要パフォーマンス指標(KPI)

          Respons on our encouragement
        

進捗状況

We publicly announced that we have joined initiatives and encourage our peers and managers to do the same.

06.2. 補足情報 [任意]


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