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VBV Vorsorgekasse AG

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Indirect – Manager Selection, Appointment and Monitoring
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] Outputs and outcomes [FI 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
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You are in Strategy and Governance » Objectives and strategies

目的および戦略

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報 [任意]

  • Our Ethics Commitee meets four times per year
  • We usually set and review objectives for our responsible investments on an annual basis
  • Ad-hoc updates can also happen.

SG 06. Main goals/objectives this year

06.1. 報告年度に組織として設定している責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標（KPI） 

          set up of 4 groups (asset management and risk management) to discuss four different topics in sustainable finance
joined seminars related to the topic.

進捗状況

 Internal papers valid for the whole organisation, VBV-Vorsorgekasse and VBV-Pensionskasse, on taxonomy, sustainable investment reporting , climate-risk/transition/ESG benchmarks

主要パフォーマンス指標（KPI） 

          Implement and record Proxy voting activities.

進捗状況

Proxy Voting report for 2019 will be available in the 2019 Annual Report

主要パフォーマンス指標（KPI） 

          Developement of the ESG Portfolio Status according to the OeGUT Assessment
Launch of SDG report on our equity portfolio by a third Party (ISS oekom)

進捗状況

VBV obtained the Gold Status from the Austrian public-held Oegut Association

Our equity portfolio is more SDG-compliant than the MSCI world index (respectively a MSCI World ETF), which is the benchmark of our equity investments

主要パフォーマンス指標（KPI） 

          Proxy voting activities.

進捗状況

More detailed record of Proxy voting activities.

主要パフォーマンス指標（KPI） 

          Number of portfolio companies with incorporated ESG and financial  Analysis

進捗状況

  • standardized measures to evaluate ESG issues
  • consideration of the quantity of ESG information disclosed by a portfolio company
  • improved automatisation of the analysis to increase the investment universe reports 

投資に係る財務業績

主要パフォーマンス指標（KPI） 

          Monitor returns from companies excluded from our portfolios because of our investment policy and compare them with our portfolio and with specific sectors.

進捗状況

Some tests have been done to compare returns of an official black list companies with VBV's portfolio and selected assets category and sectors.

投資のESG特性

主要パフォーマンス指標（KPI） 

          Percentage of sustainable investments regarding to OeGUT monitored on a quarterly basis.

進捗状況

Over 90% are classified as good or excellent

主要パフォーマンス指標（KPI） 

          Carbon footprint of our equity Portfolio. Target: 1/3 less than benchmark. (MSCI World Index)

進捗状況

2019 carbon footprint of VBV portfolio is even more than 1/3 lower than MSCI World´s carbon footprint.

その他の活動

主要パフォーマンス指標（KPI） 

          Participation in "Focal Group Green Finance" , which has been established by the Austrian Ministry of Climate Action and the Austrian Ministry of Finance in 2019

進捗状況

VBV participated in several working sessions together with the Austrian Ministry of Climate Action, the Austrian Ministry of Finance and some other financial market participants from banks and insurance companies to elaborate on the most effective ways and methods to push sustainable finance in Austria and to develop climate risk management concepts, tools and methods. The results of the Focal Group Green finance working group will be published 2020 in a report called the "Green Finance Agenda Austria" by the Ministry of Climate Action and the Ministry of Finance.

06.2. 補足情報 [任意]

No additional information.
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