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AG Insurance

PRI reporting framework 2020

Export Public Responses

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


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。


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。

Investment is a major activity within AG Insurance. It is at the same time a major source of income and a major source of risk. It is therefore essential that investments are managed taking into account policyholders’ and shareholders’ requirements while fully taking into account AG Insurance’s risk appetite. Investments are made with the judgement and care which persons of prudence, discretion and intelligence exercise in the management of their own affairs under circumstances then prevailing.

AG Insurance applies a 2-pillar approach to Socially Responsible Investments (SRI):

  • Exclusion of controversial activities
  • Integration of ESG factors in investment decisions

The SRI internal guidelines have the ambition to apply to the full scope of the asset universe available to CIO, including equities, bonds, loans and infrastructure, and applies to all assets managed by CIO or external parties appointed by CIO on the general account, segregated accounts and unit-linked investment funds.

Since 2018, AG Insurance has aligned its corporate strategy with the United Nations Sustainable Development Goals (SDG). Out of the 17 goals, we have selected 10 where we believe we can have an impact via our activities, services and products, and thereby contribute to reaching these long-term objectives.

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]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


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。


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]

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。

It is forbidden for CIO team members to mix private interests with professional interests. Purpose of this interdiction is to avoid confusion and to substantially decrease the risk for insider trading and conflicts of interest.

All employees who might have access to sensitive information have to read, agree and sign a Code of conduct/Insider.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Not Completed)