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Avanz Capital

PRI reporting framework 2020

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

OO 11. ESG incorporation practices for all assets



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。



委託 - 組織外の運用会社の選定、指名、モニタリング


12.2. 補足情報 [任意]