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Altrafin Group

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

10.2. 直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.

Altrafin requires external managers that are used in the portfolios to report on ESG matters and discuss their ESG strategy before making an investment.

上場株式 – 議決権行使

10.3. 議決権を行使しない理由を示してください。

Altrafin has 60plus clients and most of them have several bank relationships. For Altrafin it is technically impossible to bundle the voting rights for a single stock from over 30 banks and hundreds of accounts. The logistics involved, including sign offs by the beneficial owners for each single stock in a way that Altrafin may cast a vote, are not manageable. Altrafin follows the developments in the voting providers closely and would welcome a solution that would allow to participate in an efficient manner.

Furthermore, Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.

 

債券SSA – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.
Altrafin requires external managers that are used in the portfolios to report on ESG and discuss their ESG strategy before making an investment.
        

債券 - 社債(金融) – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.
Altrafin requires external managers that are used in the portfolios to report on ESG and discuss their ESG strategy before making an investment.
        

債券 - 社債(非金融) – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          Altrafin applies a strict top down driven investment philosophy and usually has no direct contact with the companies it invests in. The majority of our portfolio holdings are large caps based in Europe and the US. Therefore, any direct involvement and engagement with them won’t have a significant impact.
Altrafin requires external managers that are used in the portfolios to report on ESG and discuss their ESG strategy before making an investment.
        

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

債券 – SSA

債券 - 社債(金融)

債券 - 社債(非金融)

現金


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 – 債券

終了モジュール

12.2. 補足情報 [任意]


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