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Joseph Rowntree Charitable Trust

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment


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。




          We expect our fund managers to explain their approach on ESG issues to us.
          Our fund managers are advised that we do not want to invest in companies whose primary business is the extraction of fossil fuels or which are materially involved in armaments, gambling, tobacco and new generation nuclear power stations, and government bonds issued by states with high military expenditure or oppressive regimes. We also avoid extractive industries with poor human rights or environmental practices and all fossil fuel extractive companies. In the event that our fund managers invested in any of these sorts of companies or assets, we would expect them to let us know as a matter of urgency.
          We expect our fund managers to regularly report to us on, and update us on, how they integrate ESG into their investment processes.
          We expect our fund managers to report to us on all material engagements.
          We expect our fund managers to disclose their voting records to us.
          We expect our fund managers to be signed up to initiatives such as PRI and the FRC Stewardship Code.
          We expect that our fund managers will adhere to common standards of good practice in relation to ESG issues.



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]