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Matarin Capital Management (Delisted)

PRI reporting framework 2020

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OO 10. Active ownership practices for listed assets

10.1. 報告年度において組織が実施した積極的な保有活動(アクティブ・オーナーシップ)を選択してください。

上場株式 – エンゲージメント

上場株式 – 議決権行使

OO 11. ESG incorporation practices for all assets

11.1. 投資決定や積極的な保有の実務に(報告年度中に)ESGの組み入れを行った組織内で運用される資産クラスを以下から選択してください。


OO 12. Modules and sections required to complete

12.1. 自主的な報告を希望される場合には、該当するするモジュールやセクションを以下のリストから選択して下さい。組織のAUMの10%以上を占める資産クラスについてのみ報告が義務付けられています。



自己運用 - 上場株式の組入れ

自己運用 - 上場株式の積極的な保有


12.2. 補足情報 [任意]

Matarin's investment team was involved with/managed global equity strategies for 8 years at its prior firm, Invesco. In total, the Invesco Quantitative Strategies Group managed over $25B in assets. Matarin's three portfolio managers all hail from this group, and Stuart Kaye was in the Chief Investment Officer role on that prior team. Because of this legacy, Matarin's investment philosophy is an extension of the team's prior group, and our investment process, although it has evolved over time with new research insights and changing markets, also grows out of that prior discipline and bears similarities to it.

Matarin's investment team worked to find thoughtful and insightful ways to utilize information related to ESG to help investors improve their risk/return profile in our investment strategies.  Today, we focus on 5 Pillars of Responsible Investing at Matarin: 1) ESG factor integration in our return forecasts, 2) ESG factor integration in our risk modelling, 3) ESG-focused proxy voting and engagement, 4) Customized negative screens, 5) Matarin’s own community engagement and social responsibility.