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Elo Mutual Pension Insurance Company

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。

The objective of Elo's investment operations is to ensure profitable and sustainable investment of employee pension assets. The investment process is independent and is focused on the long term. Employee pension assets are invested in accordance with the company's investment strategy and policy. The goal is to operate in the investment markets in a way that generates the best possible return for the pension assets in all market conditions at the defined risk level.

The most important aspects:

Allocation process forms the framework for long-term investment. Different asset classes have tested and well defined investment processes and they are rooted into the company's investment strategy. In-depth analysis and independent valuation of investment instruments. Allocation process is well defined. Direct investments are the primary form of investment across different asset classes. Investment process is cost-effective and risk management is comprehensive. Aim is not to seek quick profits, but rather to focus on long-term investment results.

Responsibility is an integral part of Elo's investment operations and investment risk management. Responsibility includes compliance with legislation and good market practices, commitment to compliance with international agreements concerning human rights, working life and the environment, and responsibility with regard to the society around us.

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]

Responsibility is an integral part of Elo’s investment operations. The objective of Elo’s investment operations is to ensure the profitable and secure investment of employment pension assets. Elo’s principles for responsible investing are based on corporate social responsibility: our accountability to policyholders and the insured. Responsibility is manifest in the selection and monitoring of investments, and it is also subject to constant development. The ESG aspects – environmental responsibility, social responsibility and corporate governance – are incorporated in all our investment operations. 

Elo’s principles of responsible investing and responsibility with regard to investment operations consist of the following areas:

- Responsible operating methods;
- Compliance with international norms;
- The assessment of responsibility as part of the analysis, decision-making and monitoring related to investments;
- Ownership steering and other means of influence.

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

URL/添付ファイル

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]

In 2019 we updated our documents for RI and ownership policy.


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。

Elo has policies in place regarding transactions with related parties (as defined in relevant laws and regulations as well as Elo´s internal rules), conflicts of interest, board participation, insider trading and gifts and entertaining and Bribery and Corruption.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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