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Landesbank Baden-Württemberg (LBBW)

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。

We integrate ESG*-related topics into analytical and decision-making processes in investment banking. By doing so, we act in the best and long-term interests of our clients and stakeholders. When implementing our sustainability targets, we apply benchmarks such as the United Nations' Principles for Responsible Investment (PRI).

We therefore commit to the following - as far as this is compatible with our responsibility to the customer: We actively promote sustainable investments. In our business with customers we offer sustainable investment products for all customer groups and in all asset classes, provided that investment opportunities are available that meet the criteria for other products and services offered to customers. The goal is to increase the share of sustainable investments in all business areas – including in our own investment portfolio.

  • We support businesses and corporations in which we invest as active shareholders. We urge them to provide transparent information about ESG factors. If we identify any violation of our basic values, we will enter into an intensive dialog with the companies concerned.
  • We work toward greater acceptance and implementation of the PRI (Principles for Responsible Investment) in the finance industry.
  • In 2019 LBBW signed the Principles for Responsible Banking (PRB).

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]

In 2019 the ESG exclusion criterias were revised and are now applied to a significantly greater number of portfolios. Our exclusion criterias are valid to all new investments and contains human rights controversies, labour rights controversies, controversal environmental practices and we don not invest in coal producer >= 5%. Moreover, we do not invest in bonds issued by authoritarian regimes. The review is conducted by the sustainability rating agency ISS ESG. As of 31 December 2019, EUR 30,5 billion were invested in fixed income and money market products. Furthermore, we have prepared a climate impact report for our own investment portfolio (Depot A) by ISS Climate.

LBBW implemented Principles and Guidelines for Implementing LBBW’s Sustainability Policy and Goals. These Principles and Guidelines as well as the Sustainability Policy and Goals form the basis for sustainability management at LBBW on a whole.

The LBBW together with other companies are promoting the implementation of Agenda 2030, the global sustainability agenda, and the achievement of the goals of the Paris Convention - thus contributing to development and climate protection at the same time. We want globally sustainable development and are actively facing up to the climate protection challenges that lie ahead. In August 2019 we signed the principles for responsible banking (UN PRB) and support  the 6 Principles. We are aligning our business even more strongly to this.
 

 

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

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。

02.3. 補足情報 [任意]

LBBW implemented Principles and Guidelines for Implementing LBBW’s Sustainability Policy and Goals. These Principles and Guidelines as well as the Sustainability Policy and Goals form the basis for sustainability management at LBBW on a whole.

In March 2019 we published the sustainability practices at LBBW. See: https://www.lbbw.de/konzern/nachhaltigkeit/20191021-lbbw-sustainability-practices-at-lbbw_986m3aiz7_m.pdf.

 

LBBW Green Bond:

https://www.lbbw.de/konzern/disclaimer/disclaimer-green-bonds/lbbw_green_framework_and_portfolio_2018_english_9gpf4ah9e_m.pdf?r=mdqxna

https://www.lbbw.de/konzern/disclaimer/disclaimer-green-bonds/201711_lbbw_greenbond_assessment_methodology_7xrkcj7pq_m.pdf

LBBW Social Bond:

https://www.lbbw.de/konzern/disclaimer/disclaimer-social-bonds/methodological_background_lbbw_englisch_final_aad9chgz97_m.pdf

https://www.lbbw.de/konzern/disclaimer/disclaimer-social-bonds/20190916_lbbw_social_bond_framework_2019_english_93qfhzg25_m.pdf

 

 

 


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。

Management of potential conflicts of interest is part of the Code of Conduct of LBBW.

https://www.lbbw.de/rechts-und-kundeninformationen/lbbw_code_of_conduct_englisch_7v4a6ctuj_m.pdf

Further details are part of our internal Capital Markets Compliance Guideline.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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