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Los Angeles County Employees Retirement Association (LACERA)

PRI reporting framework 2020

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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 

          LACERA requires managers to abide by its Iran, Sudan, and tobacco related guidelines.
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies.
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies.
        
          LACERA generally specifies that LACERA retains proxy voting authority in its investment management agreements. To the extent that it does not have voting authority, it seeks to enshrine periodic reporting requirements related to proxy voting.
        
          LACERA requires managers to monitor their compliance with laws and regulations and report compliance annually as required by the terms of their investment management agreements.

インセンティブおよびコントロール

報告要件

ベンチマーク 

          Bloomberg Barclays US Aggregate

ESG目標 

          LACERA requires managers to abide by its Iran, Sudan, and tobacco related guidelines.
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies (if applicable).
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies (if applicable).
        
          LACERA generally specifies that LACERA retains proxy voting authority in its investment management agreements. To the extent that it does not have voting authority, it seeks to enshrine periodic reporting requirements related to proxy voting.
        
          LACERA requires managers to monitor their compliance with laws and regulations and report compliance annually as required by the terms of their investment management agreements.

インセンティブおよびコントロール

報告要件

ベンチマーク 

          Bloomberg Barclays US Aggregate

ESG目標 

          LACERA requires managers to abide by its Iran, Sudan, and tobacco related guidelines.
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies (if applicable).
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies (if applicable).
        
          LACERA generally specifies that LACERA retains proxy voting authority in its investment management agreements. To the extent that it does not have voting authority, it seeks to enshrine periodic reporting requirements related to proxy voting.
        
          LACERA requires managers to monitor their compliance with laws and regulations and report compliance annually as required by the terms of their investment management agreements.

インセンティブおよびコントロール

報告要件

ベンチマーク 

          Bloomberg Barclays US Aggregate

ESG目標 

          LACERA requires managers to abide by its Iran, Sudan, and tobacco related guidelines.
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies (if applicable).
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies (if applicable).
        
          LACERA generally specifies that LACERA retains proxy voting authority in its investment management agreements. To the extent that it does not have voting authority, it seeks to enshrine periodic reporting requirements related to proxy voting.
        
          LACERA requires managers to monitor their compliance with laws and regulations and report compliance annually as required by the terms of their investment management agreements.

インセンティブおよびコントロール

報告要件

ベンチマーク 

          Bloomberg Barclays US Aggregate

ESG目標 

          LACERA requires managers to abide by its Iran, Sudan, and tobacco related guidelines.
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies (if applicable).
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies (if applicable).
        
          LACERA generally specifies that LACERA retains proxy voting authority in its investment management agreements. To the extent that it does not have voting authority, it seeks to enshrine periodic reporting requirements related to proxy voting.
        
          LACERA requires managers to monitor their compliance with laws and regulations and report compliance annually as required by the terms of their investment management agreements.

インセンティブおよびコントロール

報告要件

ベンチマーク 

          MSCI ACWI IMI + 200 basis points

ESG目標 

          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG.

インセンティブおよびコントロール

報告要件

ベンチマーク 

          NCREIF Fund Index - Open

ESG目標 

          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG.
        
          Real estate managers are obligated to comply with LACERA's Responsible Contractor Policy.

インセンティブおよびコントロール

報告要件

ベンチマーク 

          DJ BROOKFIELD GLOBAL INFRASTRUCTURE TR

ESG目標 

          LACERA requires managers to abide by its Iran, Sudan, and tobacco related guidelines.
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies.
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies.
        
          LACERA incorporates into investment management agreements reporting requirements on the extent to which and methods by which managers integrate ESG, conduct engagements, and vote proxies.
        
          LACERA requires managers to monitor their compliance with laws and regulations and report compliance annually as required by the terms of their investment management agreements.

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。 

          LACERA will incorporate its review of compliance into its evaluation of manager quality and take its evaluation into consideration in its multivariate manager scorecard assessment for manager monitoring.

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]
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