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Glenmede

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

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。

GTC developed Sustainable and Impact Investing Guidelines to provide transparency around how we approach ESG, faith-based and other mission driven considerations. GTC, together with GIM, have committed to incorporating the Principles throughout the entirety of our organization, including Private Wealth, Endowment and Foundation, and Investment Management business lines. GTC believes that ESG factors could positively impact the risk and return profile of our investments to varying degrees across asset classes, geographies, market capitalizations, and time horizons.

GTC approaches sustainable investing by focusing on:

  • Advancing the field through research. We will analyze the ecosystem of ESG data providers, seek to understand the risk and return ramifications, make adjustments to our investment process where feasible and appropriate, and publish thought leadership
  • Building expertise, capabilities, and investment solutions that meet our client's financial and ESG or faith-based considerations; and
  • Being genuine in our desire to advance our clients' objectives, both financial and beneficent

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]

Glenmede's Sustainable and impact Investing team operates under the Sustainable and Impact Investing Guidelines, adopted by Glenmede firmwide in 2019. 

01.6. 補足情報 [任意]

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

URL/添付ファイル

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

02.3. 補足情報 [任意]

For the avoidance of doubt, the foregoing does not represent Glenmede's overall investment approach but only its Responsible Investing policy.


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。

Glenmede has structural barriers to prevent some common conflicts and also has a conflict program to identify others at the employee level. For example, GTC does not accept 12b-1 fees or other incentive compensation from the companies placed in its clients' portfolios. Neither GTC nor GIM accept rebates for providing liquidity. GTC does not act as an underwriter, does not sell research to outside firms, or charge its clients a management or custody fee on assets invested in affiliated mutual funds which pay management fees to GIM. GTC personnel are not compensated to use GIM products. Both GTC and GIM employees are required to report conflicts (including relationships with people in the financial services industry, clients, or vendors to the firm) on an annual basis. Other conflicts inherent in the business, for example, the use of soft dollars, gifts and entertainment and outside business, are subject to policies and procedures.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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