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PRI reporting framework 2020

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You are in Direct - Inclusive Finance » PIIF Principle 6: Balanced returns

PIIFの原則 6: バランスの取れたリターン

IFD 28. How social performance of investees affects decision making and portfolio management



28.1. 投資先の社会的パフォーマンスが以下の項目に影響を及ぼしているかどうかを明示してください。


28.2. 投資先の社会的パフォーマンスが投資の意思決定にどのような影響を及ぼしているかを説明してください。

The social performance of MFIs is assessed in the due diligence process through the non-financial scorecard, desk research, compliance with Client Protection Principles and other relevant information. This assessment is an integrated part of the approval process (risk, return, impact). Furthermore, questions are addressed during the investment committee. Issues around social performance can result in the decision to decline an investment proposal or to adjust the financing terms (e.g. amount, tenor and/or covenants).


28.3. 投資先の社会的パフォーマンスがポートフォリオ管理にどのような影響を及ぼしているかを説明してください。

All portfolio MFIs are monitored on continuous basis. This monitoring process includes both the financial and the social performance of the MFIs. In addition, the Non-Financial Scorecard is monitored on annual basis. If a negative social performance is uncovered at one of the portfolio MFIs, this MFI will be engaged and requested to take measures to improve its performance. If no improvement is made this will influence the decision to refinance this MFI. Please also refer to 28.2.

28.4. 補足情報 [任意]

IFD 29. Staff incentives linked to social performance measures



29.1. 組織のスタッフを対象に包括的金融における責任投資に関連する金銭的なインセンティブまたは業績目標が設定されているかどうかを明示してください。

29.2. 補足情報

The key performance indicators (KPI's), which are used to assess and reward the performance of employees at ACTIAM are a combination of financial and non-financial criteria.

IFD 30. Collecting data regarding social outcomes of investees work



30.1. 組織では、投資先が行う業務の社会的な成果に関してデータを収集しているかどうかを明示してください。

30.2. 補足情報 [任意]

We collect social data from our MFIs through the non-financial scorecard. In addition, if our portfolio MFIs conduct additional research activities regarding the social outcomes of their work we request insight in this data.  We also request any outcome reporting from the MFIs invested in.

We publish an annual responsibility and impact report  for our microfinance fund and our SME finance fund.

IFD 31. Incentivise investees to track social performance



31.1. 組織では、社会的パフォーマンスを追跡するよう投資先に報奨金等を設定し奨励しているかどうかを明示してください。

31.2. 組織では、社会的パフォーマンスを追跡するよう投資先に奨励するにあたって、どのようなインセンティブを設定しているかその内容を説明してください。

We encourage MFIs to track social data in order to get to know their clients. We encourage data collection as the information can be used to improve processes and to develop new products based on clients' needs. MFIs are encouraged to implement appropriate MIS systems that enable the collection of social performance indicators together with financial indicators.

31.3. 補足情報 [任意]