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Vancity Investment Management

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。








08.2. 補足情報 [任意]

Our ESG analysis helps identify new ESG risk which potentially impact our portfolio. We undertake a process to assess and manage our exposure to each of these risks. We start by analyzing each company’s vulnerability and strategy for addressing the particular risk. Then we confirm our assessment by seeking clarification or greater detail on policies and practices from the company, independent third parties and through media monitoring. We review the company’s response, the findings of our analysis and any new information to determine whether further action is required. Such action may include ongoing monitoring of the company’s risk management process, filing a shareholder resolution or divestment.

The shareholder resolution process encourages greater communication between the shareholder and management. In most cases, once a resolution has been filed with the company, conference calls and face to face meetings are held with the shareholder to substantiate the basis for the resolution. This process allows the shareholder to hold detailed, in-depth discussions with management on the company’s approach to a particular issue.


LEI 09. Processes to ensure integration is based on robust analysis

09.1. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

LEI 10. Aspects of analysis ESG information is integrated into (Private)