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LGPS Central

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

10.1. 報告年度において組織が実施した積極的な保有活動(アクティブ・オーナーシップ)を選択してください。

上場株式 – エンゲージメント

上場株式 – 議決権行使


OO 11. ESG incorporation practices for all assets

11.1. 投資決定や積極的な保有の実務に(報告年度中に)ESGの組み入れを行った組織内で運用される資産クラスを以下から選択してください。

上場株式

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
上場株式

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。

The investment manager’s approach to RI and engagement is assessed as part of the selection and due diligence process. External managers will not be appointed unless LGPS Central is satisfied with the manager’s approach to RI including incorporation of ESG factors. We expect managers to incorporate ESG factors, including climate change, into investment decision-making where those factors are financially material within the context of the investment mandate. Financial materiality is expected to be determined using an evidence base of objective data, including for instance factors relating to climate change and the effects of climate policy response where relevant. We want to see an approach where RI/ESG is considered in tandem with other performance drivers, rather than a ring-fenced or stand-alone RI-function. We seek fund managers whose approach to integrating ESG investment factors increases the likelihood of the manager meeting the mandate instructions, and whose approach is well suited to their investment style and strategy.  

RI expectations are inserted into the procurement process, for example at Selection Questionnaire, Request for Proposal and Interviews. The process will be executed with  input from the RI and Engagement team as well as other members of the Company’s Investment Team as appropriate. Once appointed, we require external fund managers to complete a quarterly ESG questionnaire. Some disclosure items are "by exception" (for example alerting us to changes in ESG process or personnel) and others are mandatory. LGPS Central receives quarterly data from external fund managers on the number of engagements undertaken and the weight in portfolio. We set expectations regarding the volume and quality of engagement, and we assess climate risk including portfolio carbon footprint, and exposure to oil, gas and coal producers. 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 external fund managers.  

 


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

直接またはサービスプロバイダーを経由したRI実施

自己運用 - 上場株式の組入れ

自己運用 - 上場株式の積極的な保有

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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