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HESTA Super Fund

PRI reporting framework 2020

You are in Strategy and Governance » Outsourcing to fiduciary managers and investment consultants

フィデューシャリー・マネジャーや投資コンサルタントへの外部委託

SG 12. Role of investment consultants/fiduciary managers

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。

12.1. あなたの組織では、投資コンサルタントを使用しているかどうかを明示してください。

12.2. 組織では、外部運用会社の選定、指名やモニタリングにおいて投資コンサルタントを使用しているかどうかを明示してください。

資産クラス

資産クラス

12.3. 組織では、投資コンサルタントの選定、指名やレビュー・プロセスにおいて責任投資を考慮しているかどうかを明示してください。

12.4. 組織が下記のサービスについて投資コンサルタントを利用しているかどうかを記載してください。これらのサービスについてどのような責任投資要素が含まれるのか説明してください。

どのような責任投資要素が含まれるのか説明してください。

          Our asset consultant works collaboratively with our internal team for recommending allocations to major asset classes. Their allocation process incorporates expectations about returns within each asset class and also the volatility and correlations between asset classes. Neither our asset consultant nor internal team price or evaluate ESG considerations at the asset class level.
        

12.7. 補足情報 [任意]

Consideration of ESG issues in allocation of assets between (or within) asset classes and/or between geographic markets is undertaken informally. ESG considerations are not specifically built into any asset allocation model.

Allocation between asset classes

Our asset consultant works collaboratively with our internal team for recommending allocations to major asset classes. Their allocation process incorporates expectations about returns within each asset class and also the volatility and correlations between asset classes. Neither our asset consultant nor internal team price or evaluate ESG considerations at the asset class level.

Allocation of assets between geographic markets

Our asset consultant does not set the allocation of assets between geographic markets, rather, this is generally outsourced to the fund managers within the asset class. When selecting fund managers that may impact the allocation of assets between geographic markets, HESTA considers any specific ESG issues associated with different regions or countries.

Allocation to ESG themed/focused investments

During 2018 HESTA's Board approved an additional allocation to the Social Impact Investment Trust (SIIT), managed on behalf of HESTA by Social Ventures Australia (SVA). Our partnership with SVA on the SIIT aims to catalyse the nascent impact investment market in Australia.


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