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LGPS Central

PRI reporting framework 2020

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。

LGPS Central Limited is committed to responsible investment (RI) and we have made it a core part of our investment process in every asset class and in every investment mandate we hold. Our approach to RI takes as its starting point the investment beliefs of the Company’s eight local authority pension fund clients and delivers against the clients’ RI and stewardship policies. We have designed an RI & Engagement Framework with two high-level aims; 1) to support investment objectives; 2) to be an exemplar for RI within the financial services industry, promote collaboration and raise standards across the marketplace. The framework makes clear that the term ‘responsible investment’ refers to the integration of financially material environmental, social and corporate governance (“ESG”) factors including climate change into investment processes. It has relevance both before and after the investment decision and is a core part of our fiduciary duty. Consequently, we apply RI both in the Selection process (before investment decision) and the Stewardship process (engagements with our investment value chain). We firmly believe that climate change poses a material risk to financial markets and diligently work with our value chain to reduce this risk.

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]

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

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。

Conflicts of interest, including those relating to matters of Responsible Investment, are managed according to the LGPS Central's Conflicts Policy, which is made available to all clients and is included in the Firm’s Policy Manual. Our Conflicts Policy is made available to all clients as part of the take on process and when it has been materially changed. The policy addresses the requirements of the Markets in Financial Instruments Directive (MiFID) which include the following action for the purposes of managing conflicts of interest:
a) firms must take all reasonable steps to identify and manage conflicts of interest between themselves and their clients, or between one client and another that arise in relation to the provision of investment and ancillary services
b) firms must maintain and operate effective organisational and administrative arrangements with a view to taking all reasonable steps designed to prevent conflicts of interest from adversely affecting the interests of the client
c) where such measures are not sufficient to ensure, with reasonable confidence, that risks of damage to client interests will be prevented, the firm must clearly disclose the general nature/or sources of conflicts to the client before undertaking business on its behalf.

 

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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