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Avanz Capital

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

ゲートウェイ資産クラス実施指標

OO 10. Active ownership practices for listed assets (Not Applicable)


OO 11. ESG incorporation practices for all assets

報告年度中に組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有に取り組んだ場合は、組織外で運用される資産クラスを選択してください。
アセット・クラス
組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有
プライベートエクイティ

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

11.4. 投資マネジャーの選定、任命、モニタリングプロセスに、投資に関する考慮事項がどのように含まれているかを簡単に説明してください。

As an asset management company, Avanz Capital has a fiduciary duty to act in the best long-term interests of its clients, investors and stakeholders. Avanz Capital also believes strongly that financial performance and sustainability are inextricably linked. Accordingly, Avanz Capital includes responsible investment considerations by systematically identifying, managing and reducing environmental, social and corporate governance (ESG) risks in its manager selection, appointment and monitoring.

Avanz Capital selection process includes:

  • Understanding the fund manager's responsible investment strategy and whether it can deliver results through portfolio companies
  • Assisting fund managers with developing and articulating their responsible investment policies
  • Assessing the fund manager's Social and Environment Management System capabilities
  • Setting indicators, targets and benchmarks for tracking Fund level results

Avanz Capital's appointment process includes:

  • Proactive portfolio management in collaboration with the fund manager
  • Developing fund manager's Social and Environment Management System (if needed)
  • Setting company specific indicators, and if necessary, assist fund managers in developing methodology for tracking and budgeting (for example C02 emissions)
  • Negotiating side letter provisions to include Avanz Capital's ESG standards and impact assessment reporting template

Avanz Capital's monitoring process includes:

  • Tracking portfolio company impact through annual impact assessment reports
  • Aggregating and analyzing quantifiable data
  • Conducting portfolio company reviews to capture non-quantifiable results

OO 12. Modules and sections required to complete

12.1. 自主的な報告を希望される場合には、該当するするモジュールやセクションを以下のリストから選択して下さい。組織のAUMの10%以上を占める資産クラスについてのみ報告が義務付けられています。

中核的なモジュール

外部の運用会社を経由したRI実施

委託 - 組織外の運用会社の選定、指名、モニタリング

終了モジュール

12.2. 補足情報 [任意]


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