This report shows public data only. Is this your organisation? If so, login here to view your full report.

Elo Mutual Pension Insurance Company

PRI reporting framework 2020

serch-btn
Organisational Overview
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] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] ESG incorporation in passively managed fixed income [FI 13] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct - Property
Overview [PR 01] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Direct - Infrastructure
Overview [INF 01 - 02] Pre-Investment (Selection) [INF 05 - 09] Selection, appointment and monitoring of third-party infrastructure operators [INF 10] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Infrastructure Maintenance [INF 15] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
Pdf-img

You are in Organisational Overview » Peering questions

関連指標

OO LE 01. Breakdown of listed equity investments by passive and active strategies

LE 01.1. 組織内で運用する上場株式のパッシブ戦略と、数量的、ファンダメンタルおよびその他のアクティブ戦略の内訳を示してください。

組織内で運用する上場株式の比率
40 パッシブ
21 アクティブ—数量的(クオンツ)
39 アクティブ – ファンダメンタルおよびその他のアクティブ戦略
組織内で運用する上場株式の合計 100%

LE 01.2. 補足情報 [任意]

OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)

OO FI 01. Breakdown of fixed income investments by passive and active strategies

FI 01.1. 組織内で運用されている債券の内訳をアクティブ戦略とパッシブ戦略で分けてください。

SSA
60 パッシブ
0 アクティブ—数量的(クオンツ)
40 アクティブ—ファンダメンタルおよび・もしくはその他のアクティブ戦略
組織内で運用される債券の合計 100%
Corporate (financial)
0 パッシブ
0 アクティブ—数量的(クオンツ)
100 アクティブ—ファンダメンタルおよび・もしくはその他のアクティブ戦略
Total 100%
Corporate (non-financial)
0 パッシブ
0 アクティブ—数量的(クオンツ)
100 アクティブ—ファンダメンタルおよび・もしくはその他のアクティブ戦略
Total 100%

FI 01.2. 補足情報 [任意]

OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)

OO FI 03. Fixed income breakdown by market and credit quality

この指標は、「報告義務、自主開示」から「必須」に変更されました。 この指標に対する貴組織の回答は、透明性レポートに掲載されます。 この「必須」への変更により、より良い分析とピアリングが可能になります。

FI 03.1. SSA債券投資の先進国およびエマージングマーケッツ（新興市場）のおよその内訳(+/- 5%)を示してください。

SSA
40 先進市場（+/- 5%）
60 エマージングマーケッツ（新興市場）(+/- 5%)
組織内で運用する債券の合計 100%
社債および証券化債券の投資適格およびハイイールド証券のおよその内訳(+/- 5%)を示してください。
種類
投資適格(+/- 5%)
ハイイールド証券(+/- 5%)
組織内運用合計
社債(金融)
100%
社債(非金融)
100%

FI 03.3. 補足情報 [任意]

あなたが民間の負債に投資されており、格付けの報告があなたに関係ない場合、以下に示してください。

OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Private)

OO PE 01. Breakdown of private equity investments by strategy (Not Applicable)

OO PE 02. Typical level of ownership in private equity investments (Not Applicable)

OO PR 01. Breakdown of property investments (Private)

OO PR 02. Breakdown of property assets by management

PR 02.1. 組織の不動産資産の内訳を資産の運用者別に明示してください。

不動産資産の運用者
不動産資産の内訳（物件数）
組織が自己運用
組織が指名した第三者のプロパティマネジメント会社が運用
他の投資家またはそのプロパティマネジメント会社が運用
テナントが運営を管理して運用
合計100%

PR 02.2. 補足情報 [任意]

Decision-making related to property investments, leasing and new construction etc. is entirely made by Elo. We have several managers and cooperation partners conducting operational property management and leasing activities in compliance with guidelines set by Elo.

OO PR 03. Largest property types (Private)

OO INF 01. Breakdown of infrastructure investments (Private)

OO INF 02. Breakdown of infrastructure assets by management (Private)

OO INF 03. Largest infrastructure sectors (Private)

OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)

Previous Section Next Section
Top