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Grupo Fineco

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

          We ask them to integrate ESG criteria when managing our portfolio, each of them according to their own guidelines (we do not set specific guidelines; we ask them and control them to be consistent with what they say they do)
        
          We ask them to report their engagement process especially when there has been a worsening situation in a specific country, or when their internal ESG rating is very low but the sovereign is in the portfolio
        

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

ESG目標

          We ask them to integrate ESG criteria when managing our portfolio, each of them according to their own guidelines (we do not set specific guidelines; we ask them and control them to be consistent with what they say they do)
        
          We ask them to report their engagement process especially when there has been a problem with a company in the portfolio, or when their internal ESG rating is very low but the company is in the portfolio
        

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

ESG目標

          We ask them to integrate ESG criteria when managing our portfolio, each of them according to their own guidelines (we do not set specific guidelines; we ask them and control them to be consistent with what they say they do)
        
          We ask them to report their engagement process especially when there has been a problem with a company in the portfolio, or when their internal ESG rating is very low but the company is in the portfolio
        

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。

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]

          In listed equity for our funds of funds, we ask them the requirements to our selected managers but we ask them (and we monitor them afterwards) to do the proxy voting.
        

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