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EDM

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Innovation [SG 18] Communication [SG 19]
Indirect – Manager Selection, Appointment and Monitoring
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (C) Implementation: Integration of ESG factors [LEI 08 - 10]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務（または同等のもの）の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

EDM’s investment process is characterized by in-depth research, analysis and knowledge of target
companies. It uses a rigorous approach to identify quality companies that should be capable of
generating above average growth on a sustained basis and it is reflected in concentrated portfolios
and essentially high risk aversion.
EDM needs to identify material Environmental, Social and Governance (ESG) risks and
opportunities of investee companies. This approach offers a broader and complementary
assessment of companies in addition to information provided by the traditional fundamental
financial analysis.

In signing the principles, Principal Global Investors publicly commits, where consistent with our fiduciary responsibilities, to the following:

I. To incorporate ESG issues into our investment analysis and decision-making processes
II. To be active owners and incorporate ESG issues into our ownership policies and practices
III. To seek appropriate disclosure on 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

 

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

As asset managers, we must invest on behalf of others with a clear sense of fiduciary duty. We consider that Responsible Investment is part of this fiduciary duty. We look to preserve the long-term interests of our clients by investing in companies where we believe the financial returns are sustainable over the long term.This includes to follow the social and environmental impact of our investee companies to evaluate whether they support conditions for sustainable growth.

1) We believe that time horizons are critical. The ultimate objective is the creation of sustainable, long-term investment returns not just short-term returns.

2) Responsible Investment requires that we follow changes happening at the level of social ecosystems, we believe in the ability of companies to transform social problems into economic opportunities. 

3) Being an active investor is not only about selecting a few companies as measured by an active share, it also means facilitating positive impacts for civil society and the environment.

 

EDM's responsible investment policy does not make any a priori exclusions of the definition of investment universes.

New incorporations in the investment universe will be discussed on a case-by-case basis in the investment team meetings.

01.6. 補足情報 [任意]

SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

EDM has implemented procedures in order to mitigate the risk of conclict of interest in connection with a responsible investment matter:

- Personal transactions has to be reported to the Compliance Officer.

- The cash of the company is managed independently from portfolio managers and is not invested in listed shares.

- Orders are pre-allocated and the system used does not allow ex-post changes. Group orders must be allocated on a prorata basis in case of partial execution.

- Best execution and best selection policies have been implemented. As an independent company, EDM has no ownership or capital link with any broker or counterparty. Therefore, brokers and counterparties are exclusively chosen in the best interest of investors.

 

 

 

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Not Completed)

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