This report shows public data only. Is this your organisation? If so, login here to view your full report.

EDM

PRI reporting framework 2020

Export Public Responses
Pdf-img

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

ESG目標

          Following its commitment to responsible investment and the integration of Environmental, Social and Governance (ESG) factors, EDM has adopted a policy that exclude companies deriving their main revenues from controversial weapons, pornography and gambling.
        
          Environmental, Social and Governance (ESG) research is mainly carried out internally by the investment team when initially selecting stocks and bonds. The analysts and portfolio managers study a number of Environmental, Social and Governance (ESG) criteria in their analysis.
EDM Investment team sets or revises goals for responsible investment and EDM also review performance against its objectives for responsible investment. Chief Investment Officer (CIO), Investment Committee, Portfolio managers, Investment analysts and dedicated responsible investment staff, all of them have oversight and implementation responsibilities for responsible investment to ensure that EDM’s objectives and values are maintained in all its business pursuits.
The Environmental, Social and Governance (ESG) integration process covers our European, Spanish, Latin American, Emerging Markets equity strategy and Fixed Income.
        
          EDM has a voting policy procedure available under petitions that describes obligations to vote in specific cases.
        
          I. To incorporate Environmental, Social and Governance (ESG) issues into our investment
analysis and decision-making processes
II. To be active owners and incorporate Environmental, Social and Governance (ESG) issues into our ownership policies and practices
III. To seek appropriate disclosure on Environmental, Social and Governance (ESG) issues
from the entities we invest in
IV. To promote acceptance and implementation of the principles within the investment
industry
V. To work with other signatories to enhance effectiveness in implementing the principles
VI. To report on our activities and progress towards implementing the principles
        

インセンティブおよびコントロール

報告要件

ベンチマーク

ESG目標

          Following its commitment to responsible investment and the integration of Environmental, Social and Governance (ESG) factors, EDM has adopted a policy that exclude companies deriving their main revenues from controversial weapons, pornography and gambling.
        
          Environmental, Social and Governance (ESG) research is mainly carried out internally by the investment team when initially selecting stocks and bonds. The analysts and portfolio managers study a number of Environmental, Social and Governance (ESG) criteria in their analysis.
EDM Investment team sets or revises goals for responsible investment and EDM also review performance against its objectives for responsible investment. Chief Investment Officer (CIO), Investment Committee, Portfolio managers, Investment analysts and dedicated responsible investment staff, all of them have oversight and implementation responsibilities for responsible investment to ensure that EDM’s objectives and values are maintained in all its business pursuits.
The Environmental, Social and Governance (ESG) integration process covers our European, Spanish, Latin American, Emerging Markets equity strategy and Fixed Income.
        
          EDM has a voting policy procedure available under petitions that describes obligations to vote in specific cases.
        
          I. To incorporate Environmental, Social and Governance (ESG) issues into our investment
analysis and decision-making processes
II. To be active owners and incorporate Environmental, Social and Governance (ESG) issues into our ownership policies and practices
III. To seek appropriate disclosure on Environmental, Social and Governance (ESG) issues
from the entities we invest in
IV. To promote acceptance and implementation of the principles within the investment
industry
V. To work with other signatories to enhance effectiveness in implementing the principles
VI. To report on our activities and progress towards implementing the principles
        

インセンティブおよびコントロール

報告要件

ベンチマーク

ESG目標

          Following its commitment to responsible investment and the integration of Environmental, Social and Governance (ESG) factors, EDM has adopted a policy that exclude companies deriving their main revenues from controversial weapons, pornography and gambling.
        
          Environmental, Social and Governance (ESG) research is mainly carried out internally by the investment team when initially selecting stocks and bonds. The analysts and portfolio managers study a number of Environmental, Social and Governance (ESG) criteria in their analysis.
EDM Investment team sets or revises goals for responsible investment and EDM also review performance against its objectives for responsible investment. Chief Investment Officer (CIO), Investment Committee, Portfolio managers, Investment analysts and dedicated responsible investment staff, all of them have oversight and implementation responsibilities for responsible investment to ensure that EDM’s objectives and values are maintained in all its business pursuits.
The Environmental, Social and Governance (ESG) integration process covers our European, Spanish, Latin American, Emerging Markets equity strategy and Fixed Income.
        
          EDM has a voting policy procedure available under petitions that describes obligations to vote in specific cases.
        
          I. To incorporate Environmental, Social and Governance (ESG) issues into our investment
analysis and decision-making processes
II. To be active owners and incorporate Environmental, Social and Governance (ESG) issues into our ownership policies and practices
III. To seek appropriate disclosure on Environmental, Social and Governance (ESG) issues
from the entities we invest in
IV. To promote acceptance and implementation of the principles within the investment
industry
V. To work with other signatories to enhance effectiveness in implementing the principles
VI. To report on our activities and progress towards implementing the principles
        

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。

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]

          
        

Top