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ENPAP - Ente Naz. Prev. e Ass. Psicologi

PRI reporting framework 2020

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]

Indirect – Manager Selection, Appointment and Monitoring

Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07]

Direct - Fixed Income

ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] Outputs and outcomes [FI 17 - 18]

Indirect - Inclusive Finance

Context [IFI 01] Selection [IFI 02] Contractual agreements and mandate design [IFI 03] Investment manager monitoring and reporting [IFI 04 - 05] Disclosure [IFI 06 - 07]

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

You are in Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

成果および結果

SAM 08. Percentage of externally managed assets managed by PRI signatories

08.1. 組織では、RIに関するベストプラクティスが保有資産の運用に確実に適用されるようどのようにして万全を図っているその内容を説明してください

既存の投資運用会社に対し、RIプラクティスの改善を働き掛ける

方策

          ENPAP holds regular annual discussions with asset managers on their RI practices. and how they can make progress on this (methodology and reporting).

より優れたRIプラクティスを実行している投資運用会社に資産を移す

その他、具体的に記載してください

上記のいずれでもない

08.2. 補足情報 [任意]

SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. 報告年度において、運用会社の選定、指名やモニタリングプロセスの過程で、ESG問題がどのように対処されているかを示す事例を挙げてください。

例1を追加

トピックまたは問題	Manager selection
実行者
資産クラス
対象範囲およびプロセス	Asset Managers are required to complete Unpri Transparency Report which allows ENPAP to assess how they incorporate ESG into their investment process. Key areas are: 1) How managers integrate ESG into their investment process 2) What internal and external resources relating to research are used 3) What policies and procedures around engagements and proxy voting are in place 4) Responsible Investing policy, firms commitment, disclosure of RI activities
結果	Based on these Key areas managers are assigned a score related to the ESG practices, which addresses ENPAP to select the asset manager.

例2を追加

トピックまたは問題	Manager monitoring
実行者
資産クラス
対象範囲およびプロセス	Managers are required to be compliant with the ESG investable universe set up by the ESG advisor, in line with the responsible investment policy of ENPAP. Specific situations regarding holdings about potential eligibility are regularly discussed with the ESG advisor with the supervision of the ENPAP top management.
結果	Reporting biannually on ESG risks and opportunities affecting investment portfolio let ENPAP to monitor over time how managers are addressing the ESG policy.

例3を追加

例4を追加

例5を追加

例6を追加

Add Example 7

事例を提供することはできない

09.2. 補足情報 [任意]

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