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HESTA Super Fund

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

上場株式(LE)および債券(FI)

SAM 01. ESG incorporation strategies

01.1. 以下のESG組み入れ戦略のうち、外部運用会社が組織に代わって上場株式および・もしくは債券資産について導入・実施するよう義務付けているものを明示してください。

アクティブ投資戦略

アクティブ投資戦略
上場株式
債券 - SSA​
債券 - 社債(金融)​
債券 - 社債(非金融) ​
債券 - 証券化​
スクリーニング
テーマ
統合(インテグレーション)
上記のいずれも行っていない

パッシブ投資戦略

パッシブ投資戦略​
上場株式
債券 - SSA
スクリーニング
テーマ
統合(インテグレーション)
上記のいずれも行っていない

01.2. 補足情報 [任意]

Screening

All active and passive listed equities and fixed income managers with a corporate (non-financial) strategy are required to apply a screen restricting investment in:

- Any company that produces and/or manufactures tobacco or tobacco products.

Across active and passive listed equities managers:

- Any company that produces whole weapon systems or components developed for exclusive use in cluster munitions, anti-personnel mines, biological or chemical weapons.

Also across our entire portfolio we are implementing the following restrictions on new investment in:

• Any unlisted company that derives more than 15% of revenue or net asset value from exploration, new or expanded production, or transportation of thermal coal.

• Any newly listed company, from listing onwards, that derives more than 15% of revenue or net asset value from exploration, or new or expanded production of thermal coal.

• The provision of direct funding to any listed company, via rights issues or share placements, for any of these activities.

Integration

HESTA expects all passive listed equities managers to integrate ESG issues into their ownership activities, and when possible engage with companies on any material ESG issues.

Thematic

HESTA has a range of thematic strategies focusing on areas of impact. These include: 

  • an international passive low carbon shares strategy where the strategy aims to achieve a carbon footprint at or below 50% of the Index while delivering index-like return;
  • cleantech private equity funds; and
  • impact investment funds.

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