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Suva

PRI reporting framework 2020

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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。

Our investment objective is to secure sustainable long-term returns. Therefore, we have chosen to incorporate ESG criteria during the screening and due diligence process for investments. In making investment decisions, we are primarily responsible to the companies and their employees insured by us whose interests can be characterized as those of the Swiss public. Our incorporation of ESG criteria must be in the interest of the Swiss public. Aligning an investment decision with ESG criteria involves some subjective judgement and it was a challenge to find a process to incorporate ESG criteria into investment decisions that maximizes the likelihood of representing the interests of the Swiss public by relying on generally accepted norms as stated above.

Our investment strategy targets companies and investment managers with a business model, respectively an investment approach, that is sustainable in the long term and that incorporate ESG issues into their decision processes.

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]

As one of the larger investors in Switzerland, our domestic investment decisions have more impact than decisions abroad. Therefore, we have a stronger focus on responsible investing in our home market.

For many activities in relation to responsible investment, we collaborate with SVVK-ASIR (e.g., for engagement and exclusion list). SVVK-ASIR was founded in December 2015 and its exclusion and engagement processes were subsequently defined. Formal engagements began in 2017. In March 2017, an exclusion list was officially established, and Suva implemented it in June 2017, substituting it for the previous internally determined exclusion list. Suva is a founding member of SVVK.

Our strong domestic position gives us the possibility to frequently meet the management of Swiss companies. In these meetings, our portfolio managers discuss ESG measures with management and encourage the adoption of ESG measures that fit well to their business models on a long-term basis.

Our large portfolio of investments in Swiss property follows the same process. Although Swiss building law already sets very high ecological and social standards for properties, we go one step further by additionally rating our buildings on ecological criteria and undertaking investments in our buildings to further improve their ecological performance.

Suva has a zero-carbon emission target for 2050 with respect to its real estate holdings and has pledged to reduce energy intensity per sqm by 35% by 2023 from 2016.

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

URL/添付ファイル

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]

Reporting: we refer to the fact that we report Suva’s voting record in our website.


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。

Suva has a broad range of measures in place to mitigate potential conflicts of interest:

-employees of the Finance Department in the asset management area are subject to rules regarding their personal trading (personal trading of randomly selected employees is audited annually)

-Chinese Walls have been established between Investment Teams

-internal processes ensure compliance with guidelines on money laundering

-employees in the Finance Department and related functions are required to annually confirm their compliance with relevant laws, regulations and internal rules, which among others, include the avoidance of conflicts of interest

-an automated process to evaluate the quality of trade execution

-periodic training of the staff

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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