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LGPS Central

PRI reporting framework 2020

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

          ESG factors must be identified, assessed and incorporated into investment decision-making in a way that is suited to the fund managers investment strategy and style. We assess this prior to appointment (via DDQ, RfP, meetings, and so on) and on an ongoing basis through quarterly disclosure questionnaires, calls/ meetings, and use of ESG tools.
        
          Engagement must be a core part of a fund managers investment process. We assess this prior to appointment (via DDQ, RfP, meetings, and so on) and on an ongoing basis through quarterly disclosure questionnaires (which requires a list of engaged companies and details of the engagements), and calls/ meetings.
        
          In order to send a unique voting signal to investee companies LGPS Central votes its shares - whether externally or internally managed - according to one set of Voting Principles. Whilst the ultimate voting decision rests with LGPS Central, we have a procedure through which we capture intelligence and recommendations from active equity fund managers. We send each fund manager a Voting Onboarding Pack which explains this procedure, contains our Voting Principles, and we establish an auto-generated email system which prompts external fund managers to provide views to us prior to an investee's AGM.
        

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]

          We include ESG terms in our IMAs, LPAs, side-letters, or other documents as appropriate.
        

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