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Colonial First State

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

ゲートウェイ資産クラス実施指標

OO 10. Active ownership practices for listed assets

10.1. 報告年度において組織が実施した積極的な保有活動(アクティブ・オーナーシップ)を選択してください。

上場株式 – エンゲージメント

上場株式 – 議決権行使

債券SSA – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          We require our managers to have considered ESG risks before making their investment. The credit managers all have ESG overlay of some type, using either internal or external providers. The ESG teams will have differing levels of engagement with the issuers.
We are investigating the possibility of employing an external provider to engage on our behalf.
During the calendar year 2019, CFSIL began the process of identifying suitable third parties for the purposes of proxy voting and engagement. The initial focus is to have a consolidated report for CFSIL on equity voting across all managers. Further, we will review the process of engagement with the investee companies (across equity and fixed income),as we believe this is part of us being an active owner.
We are currently participating in the PRI collaboration to engage with index providers in order to encourage them to exclude controversial weapons from their indices.
        

債券 - 社債(金融) – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          We require our managers to have considered ESG risks before making their investment. The credit managers all have ESG overlay of some type, using either internal or external providers. The ESG teams will have differing levels of engagement with the issuers. 
We are investigating the possibility of employing an external provider to engage on our behalf.
During the calendar year 2019, CFSIL began the process of identifying suitable third parties for the purposes of proxy voting and engagement. The initial focus is to have a consolidated report for CFSIL on equity voting across all managers. Further, we will review the process of engagement with the investee companies (across equity and fixed income),as we believe this is part of us being an active owner.
We are currently participating in the PRI collaboration to engage with index providers in order to encourage them to exclude controversial weapons from their indices.
        

債券 - 社債(非金融) – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          We require our managers to have considered ESG risks before making their investment. The credit managers all have ESG overlay of some type, using either internal or external providers. The ESG teams will have differing levels of engagement with the issuers. 
We are investigating the possibility of employing an external provider to engage on our behalf.
During the calendar year 2019, CFSIL began the process of identifying suitable third parties for the purposes of proxy voting and engagement. The initial focus is to have a consolidated report for CFSIL on equity voting across all managers. Further, we will review the process of engagement with the investee companies (across equity and fixed income), as we believe this is part of us being an active owner.
We are currently participating in the PRI collaboration to engage with index providers in order to encourage them to exclude controversial weapons from their indices.
        

債券 - 社債(証券化) – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          We require our managers to have considered ESG risks before making their investment. The credit managers all have ESG overlay of some type, using either internal or external providers. The ESG teams will have differing levels of engagement with the issuers. 
We are investigating the possibility of employing an external provider to engage on our behalf.
During the calendar year 2019, CFSIL began the process of identifying suitable third parties for the purposes of proxy voting and engagement. The initial focus is to have a consolidated report for CFSIL on equity voting across all managers. Further, we will review the process of engagement with the investee companies (across equity and fixed income), as we believe this is part of us being an active owner.
We are currently participating in the PRI collaboration to engage with index providers in order to encourage them to exclude controversial weapons from their indices.
        

OO 11. ESG incorporation practices for all assets

報告年度中に組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有に取り組んだ場合は、組織外で運用される資産クラスを選択してください。
アセット・クラス
組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有
上場株式

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

債券 – SSA

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

債券 – 社債 (金融)

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

債券 – 社債 (非金融)

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

債券 – 証券化商品

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

インフラ

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

ファンドオブヘッジファンズ

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

現金

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

その他(1)

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

11.3b. 組織外で運用する資産について、組織がESG要因を投資決定に組み込まない場合は、その理由を説明してください。

Within alternatives we incorporate ESG factors in our review of long short equity managers and Multi strategy credit managers. We have not incorporated the process in Macro strategies due to the extensive use of derivatives.

Within Cash and Bank Deposits we do not incorporate ESG factors into investment decisions.

11.4. 投資マネジャーの選定、任命、モニタリングプロセスに、投資に関する考慮事項がどのように含まれているかを簡単に説明してください。

Our ESG and Climate Risk Management policy requires that a manager's ESG integration, voting and engagement process is considered as part of the manager selection and monitoring processes for all assets.

During the year, we changed our process to conduct ESG and climate risk analysis on managers much earlier in the selection process. It is now conducted on the shortlist of new managers. This allows for a more informed strategic allocation of funds and portfolio construction within asset classes with respect to ESG and climate risks of manager strategies.

Equity managers are required to report on their voting as part of their appointment process, and we plan to extend this to engagement and climate risk reporting.

We do not make separate allocations to FI - Corporate (Financials) and FI - Corporate (Non Financials), and see this as one allocation FI-Corporate.

 


OO 12. Modules and sections required to complete

12.1. 自主的な報告を希望される場合には、該当するするモジュールやセクションを以下のリストから選択して下さい。組織のAUMの10%以上を占める資産クラスについてのみ報告が義務付けられています。

中核的なモジュール

外部の運用会社を経由したRI実施

委託 - 組織外の運用会社の選定、指名、モニタリング

終了モジュール

12.2. 補足情報 [任意]

The process for Fixed income - SSA, Corporate (financial), Corporate (non-financial) and Securitised is the same so the same process applies across all 4 FI categories. 


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