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Matarin Capital Management (Delisted)

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Matarin has spent a great deal of time in focused discussions on Matarin's approach to long-term and sustainable investment philosophies and ESG based investment strategies with a host of interested parties including the CFA, United Nations, World Economic Forum, Boston College Center for Corporate Citizenship, Oxford University, Garrison Institute and Clinton Foundation, among many others. Topics have ranged from Diversity, to Sustainable Development Goals, to Climate Change to longtermism in investing. We believe we have become a thought leader in many of these topics and are now being sought out to speak on these and other topics at related conferences.

This work and our many internal discussions about the insights that were gathered offer a strong underpinning for our policies on responsible investment.

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Matarin's involvement with the CFA Institute includes:

CFA Society of New York Podcast, What ESG and Climate Mean to Portfolios, 10/22/2019

CFA Society of South Africa Webinar, The Patience Premium, 07/31/2019

CFA Institute, Let's Measure Up Campaign, ESG & Cognitive Diversity, Q4 18- Present

CFA Financial Analysts Seminar Keynote, Patience Premium and Behavioral Investing , 07/24/2018

CFA Society of Portland Keynote, Market Outlook & The Patience Premium, 06/19/2018

CFA Society of Seattle Annual Dinner Keynote, Market Outlook & The Patience Premium, 01/25/2018

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

イニシアティブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Matarin has begun active engagement with the Net Zero Asset Owners Alliance, which is run by UNEP. Our discussions have been focused on quantitative tools for designing Paris-or-better Aligned public equity portfolios.

  • CleanTechIQ, Integrating Social Impact Themes & UN SDG Reporting, Investors, Panelist, 2.26.20
  • United Nations Headquarters, Impact 2030 Summit Opening Address, 9.7.18
  • Davos, United Nations Global Sustainability Index Institute Presentation, 1.21.19
  • United Nations Headquarters, Impact 2030 Summit Opening Address, 9.7.18
  • United Nations Sustainable Investment Summit, SDG Financing & The Patience Premium, 2.28.18
  • United Nations Presentation for 70 UN Ambassadors, SDG Financing & The Patience Premium, 2.23.18
          Oxford University, CFA, World Economic Forum, Clinton Foundation, United Nations among many others
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

Matarin representatives have been active in many forums, conferences and meetings on the topics of ESG, sustainability, climate change and diversity in the past several years.


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明

          Education or training programs:
We have led several education sessions for the CFA Institute.  Here are two examples:
CFA Institute Financial Analysts Seminar Lecture
https://www.cfainstitute.org/en/research/multimedia/2018/improving-invest-decision-process-behavioral-alpha
CFA Society of South Africa Webinar
https://matarin.com/cfa-society-of-south-africa-webinar-the-patience-premium-for-long-term-investing/
        

行動の頻度

説明

          As Investor Members of CDP, Matarin is providing financial support for this non-profit’s work on greenhouse gas emissions.
        

行動の頻度

説明

          Matarin has presented its research on responsible investment at Oxford University, and co-founder Nili Gilbert sits on an Oxford advisory council focused on active ownership.
        

行動の頻度

説明

          Matarin has advocated publicly for better transparency and disclosure in many forums.  For example, co-founder Nili Gilbert testified as an expert witness to the U.S. House of Representatives Committee on Financial Services to encourage the SEC to mandate broader ESG disclosures.  
https://financialservices.house.gov/uploadedfiles/hhrg-116-ba16-wstate-gilbertn-20190515.pdf
        

行動の頻度

説明

          Matarin has been invited to present in a number of different public forums including the World Economic Forum Young Global Leaders, CNBC, Bloomberg Television, CFA Society podcasts. Our long and complete list of advocacy and speaking engagements include:

Wall Street Journal, Women in Finance, Leading Investment and Impacting Roles, Panelist 3.19.20
·       The Garrison Institute, Regenerative Economics and Impact Investing, Lead Speaker, 3.5.20
·       CleanTechIQ, Integrating Social Impact Themes & UN SDG Reporting, Investors, Panelist, 2.26.20
·       Institutional Portfolio Princeton Summit, Corporate Governance & ESG, Panelist, 2.4.20
·       Managed Funds Association (MFA), Optimizing Partnerships in ESG and SRI, Panelist, 1.29.20
·       Davos, Feminine Quotient, Modelling Responsibility In The Supply Chain, Panelist, 1.21.20
·       Responsible Investor Americas, The Cleaning up of Dirty Fossil Fuels in North America, Panelist, 2.5.19
·       NAIC Annual Conference, Diversity in Asset Management, Panel Moderator, 10.24.19
·       CFA Society of New York Podcast, What ESG and Climate Mean to Portfolios, 10.22.19
·       Labaton Sucharow, Women-Led Investment Firms, Panelist, 9.27.19
·       Bloomberg Global Business Forum, ESG Integration Interview, 9.25.19
·       World Economic Forum Sustainable Development Summit, ESG Materiality Panel, 9.24.19
·       United Nations Closing the SDG Investment Gap, Patience Premium Presentation, 9.22.19
·       Financial Times Future of Asset Management Summit, Moral Money: Investment and Activism, 9.18.19 
·       CFA Society of South Africa Webinar, The Patience Premium, 7.31.19
·       World Economic Forum, Young Global Leader Advisory Board, Patience Premium Presentation, 6.30.19
·       Robert Wood Johnson/CECP Investors Forum, The Patience Premium, 6.19.19
·       U.S. Congressional Testimony to House Financial Services Subcommittee, ESG Disclosures, 5.15.19
·       S&P Video Interview, “Does Patience Pay?”, 4.23.19 
·       CNBC Halftime Report, Earth Day, 4.22.19 
·       CNBC Op-Ed, “Patient Investors Can Capitalize on Mispricing”, 4.22.19 
                        ·      Oxford University Ownership Project, The Patience Premium, 2.23.19
·       Davos, World Economic Forum Annual Meeting, Supply Chain Traceability Moderator, 1.24.19
·       Davos, UBS ‘Achieving the Sustainable Development Goals, 1.23.19
·       Davos, United Nations Global Sustainability Index Institute Presentation, 1.21.19
·        CFA Institute, Let's Measure Up Campaign, ESG & Cognitive Diversity, Q4’18-Present
·        Fortune’s Most Powerful Women International, “The Rise of the Responsible Corporation”, 11.6.18
·        World Economic Forum, Young Global Leaders "Big Ideas", The Patience Premium, 10.11.18
·       United Nations Headquarters, Impact 2030 Summit Opening Address, 9.7.18
·       CFA Financial Analysts Seminar Keynote, Patience Premium and Behavioral Investing, 7.24.18
·       Karma Networks - Timeless Capital Interview, Behavioral Alpha & The Patience Premium, 7.13.18
·       Matarin Quarterly Newsletter, “No Woman Do Cry”, Q3’18 
·       Yale / Commonfund Endowment Institute Lecture, ESG & The Patience Premium, 6.29.18
·       CFA Society of Portland Keynote, Market Outlook & The Patience Premium, 6.19.2018
·       Bloomberg Financial Journalism Program, Diversity and Responsibility in Financial Services, 5.17.18
·       Garrison Institute Summit on Regenerative Capitalism, The Patience Premium, 4.18.18
·       Columbia 15Yr Reunion, Diversity, Corporate Responsibility & The Patience Premium, April 2018 
·       BC Center for Corporate Citizenship Conference, ESG & Patience Premium, Los Angeles, April 2018
·       NAIC Perspective Interview, Diversity in Financial Services, 4.4.18  
·       Commonfund Forum, Global Investing & The Patience Premium, March 2018
·       United Nations Sustainable Investment Summit, SDG Financing & The Patience Premium, 2.28.18
·       United Nations Presentation for 70 UN Ambassadors, SDG Financing & The Patience Premium, 2.23.18
·       CFA Society of Seattle Annual Dinner Keynote, Market Outlook & The Patience Premium, 1.25.18
·       New York Stock Exchange, CFA Institute Panel on ESG Investing, 11.10.17
·       Toigo Foundation / Commonfund Panel on Diversity in Asset Management, 9.27.17
·       Congressional Black Caucus, Hosted by Senator Cory Booker, Diversity in Asset Management, 9.20.17
        

行動の頻度

説明

          Matarin’s investment team produces in-house papers on responsible investing. Additionally, we are becoming a sought out thought leader on many topics related to sustainability and carbon footprints.  We hope to continue this type of advocacy indefinitely and are excited to be part of this important work.
        

行動の頻度

説明

          Matarin has spoken with other boutique-sized, quantitative, and diverse asset managers about the path to becoming a PRI signatory.  We have also shared feedback with leaders of the PRI organization about some of the limitations to broader adoption of PRI among these groups.
        

行動の頻度

説明

          The NGOs that we have consulted and volunteered with about RI related issues include World Economic Forum, Ford Foundation, United Nations and others.
        

行動の頻度

説明

          Matarin is actively promoting responsible investing through numerous engagements, including those with media.  We have published articles in Reuters, Bloomberg and in Family Capital magazine, as well as had interviews with major financial news outlets such as CNBC Television, and Chinese CGTN Television. The frequency of these engagements has been multiple times per quarter, but it does not run on a formal or regular schedule.
        

行動の頻度

説明

          Current RI-related Boards and advisory committees include:
Glenmede Racial Equity Investing 
Oxford University Ownership Project
David Rockefeller Fund Climate Initiatives
        

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]


SG 11. Dialogue with public policy makers or standard setters (Private)


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