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ACTIAM

PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

指名

SAM 04. Appointment processes (listed equity/fixed income)

04.1. あなたの組織では、ほとんどのケースで、また、商品の仕組みが許す限り、運用会社の選定および・もしくは約定の一環として以下の項目のいずれかを行っているかどうかを明示してください。

04.2. 運用会社の指名において通常盛り込んでいる、ベンチマーク、目標、インセンティブ/コントロールおよび報告要件の事例を資産クラス別に記載してください。

資産クラス

ベンチマーク

ESG目標

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Exclusions should be enforced in case of mandate. Analysis of voting, engagement and strategy are also part of selection process. We aim for an ESG score as high as possible, but always above the benchmark. Total scoring of the strategy must meet our internal ESG criteria followed by engagement and possible replacement of manager/fund
        
          ESG scoring, see: https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          Analysis of voting, engagement and strategy are also part of selection process.
        
          Being a signatory of PRI is part of the assessment for external managers selection.
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          JPM EMBI Global Diversified
        

ESG目標

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, for SSA, see: https://www.actiam.com/48df26/siteassets/4_verantwoord/documenten/en/actiam_sustainable-investment-instruments.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          S﹠P / LSTA Leveraged Loan Index
        

ESG目標

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, see: https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Bloomberg Barclays US Corp. HY ﹠ Pan Eur. HY. ex Fin. 2.5% Issuer Cap (hedged into EUR)
        

ESG目標

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, see https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          NA
        

ESG目標

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, see https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          EURIBOR 3Months + 300bp
        

ESG目標

          Our ESG view on third parties, see https://www.actiam.com/siteassets/4_verantwoord/documenten/en/vb_externe-_managersen.pdf
        
          Engagement and strategy also part of selection process for funds and mandates. Exclusions should be enforced in case of mandate.
        
          ESG scoring, see https://www.actiam.com/4a7729/siteassets/4_verantwoord/documenten/en/esg-integration_esg-scoring-policy-for-companies.pdf
        
          ACTIAM encourages external managers to develop clear targets for ESG performance in their portfolio, e.g. ESG scoring and weight, real world economy targets, incorporating ESG in risk frameworks, and other RI targets.
        

インセンティブおよびコントロール

報告要件

04.3. 報告要件のいずれかが満たされない場合に、組織では、以下に記載するどの措置を講じることになるのかを示してください。

04.4. 組織が設定している外部運用会社の指名プロセスに関連する追加情報を記載してください。 [任意]

          
        

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