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AP4

PRI reporting framework 2020

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You are in Direct - Listed Equity Incorporation » Outputs and outcomes

成果および結果

LEI 12. How ESG incorporation has influenced portfolio composition

12.1. 組織のESG組み入れ戦略がポートフォリオや投資ユニバースの構成にどういう影響を与えているかを記載してください。

最初の投資ユニバースの削減またはその他の効果について説明してください

We screen and reduce the investable universe based on the Council on Ethics' review of violation against international conventions. We also reduce the investable universe by for example companies active within nuclear weapons, tobacco, thermal coal, oil sand, and some company-specific exclusions .

削減率を明記してください(+/- 5%)

5 %

投資ユニバースの変更またはその他の効果について説明してください

We do not invest in companies where thermal coal or oil sand represents 20 percent or more of turnover. We also apply low-carbon strategies which reduce climate risk exposure across all sectors.

12.2. 補足情報 [任意]


LEI 13. Examples of ESG issues that affected your investment view / performance

13.1. 組織の投資見解や報告年度のパフォーマンスに影響を与えたESG問題の例を挙げてください。

ESG要因および説明

Portfolios that reduce climate risk in its equity investments by reducing exposure to companies with relatively high carbon emissions and/or fossil fuel reserves.

適用したESG組み入れ戦略 Screening|Thematic|Integration

投資決定やパフォーマンスへの影響

Carbon footprint reducing strategies has had a positiv impact on performance.

ESG要因および説明

AP4 has invested in a Japanese strategic investments with a focus on corporate governance, TMAM GO Japan Engagement Fund (JEF) and GO Japan Engagement Consortium. JEF owns shares in about 12-15 Japanese companies with a specific identified potential for increased shareholder value. They work according to a structured process of active governance, which enables monitoring and transparency.

AP4 is also engaged in the GO Japan Engagement Consortium (JEC). Other members of the consortium are TMAM and the English pension funds Railpen (Railway Pension Fund) and USS (University Superannuation Scheme). The consortium conducts, via GO - Japan and TMAM, ownership dialogues with 15-20 major Japanese companies. The work is principally structured in the same way as for JEF, but in contacts with companies it is the names of the consortium members that are presented.

ESG incorporation strategy applied

適用したESG組み入れ戦略 Integration

投資決定やパフォーマンスへの影響

The Japanese strategies with a focus on active corporate governance have performed well and made a positive contribution to both total return and active return.

ESG要因および説明

The Fund is invested in RobecoSAMs Gender Fund, a fund that invest in companies that score high on ESG and on gender indexes.

適用したESG組み入れ戦略 Thematic

投資決定やパフォーマンスへの影響

ESG要因および説明

Transition to EVs

適用したESG組み入れ戦略 Thematic

投資決定やパフォーマンスへの影響

13.2. 補足情報 [任意]


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