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ACTIAM

PRI reporting framework 2020

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You are in Organisational Overview » Asset class implementation gateway indicators

ゲートウェイ資産クラス実施指標

OO 10. Active ownership practices for listed assets

10.1. 報告年度において組織が実施した積極的な保有活動(アクティブ・オーナーシップ)を選択してください。

上場株式 – エンゲージメント

上場株式 – 議決権行使

債券SSA – エンゲージメント

債券 - 社債(金融) – エンゲージメント

債券 - 社債(非金融) – エンゲージメント

債券 - 社債(証券化) – エンゲージメント


OO 11. ESG incorporation practices for all assets

11.1. 投資決定や積極的な保有の実務に(報告年度中に)ESGの組み入れを行った組織内で運用される資産クラスを以下から選択してください。

上場株式

債券 – SSA

債券 - 社債(金融)

債券 - 社債(非金融)

債券 - 証券化商品

不動産

包括的な金融

現金

報告年度中に組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有に取り組んだ場合は、組織外で運用される資産クラスを選択してください。
アセット・クラス
組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有
上場株式

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

債券 – SSA

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

債券 – 社債 (金融)

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

債券 – 社債 (非金融)

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

債券 – 証券化商品

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

不動産

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

短期金融市場商品

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

11.4. 投資マネジャーの選定、任命、モニタリングプロセスに、投資に関する考慮事項がどのように含まれているかを簡単に説明してください。

ACTIAM holds responsible investment in high regard. This also applies to external manager selection, appointment and monitoring. We want to get a thorough understanding of an external manager's responsible investment policy at the earliest stage in a search for an external manager. When we seek to appoint a new external manager to invest, it is a prerequisite that the manager is a PRI signatory. The rankings within the PRI reports are a further differentiator. ACTIAM created a questionnaire for external managers to measure the application of ESG criteria in the investment process. This questionnaire covers the availability and quality of ESG policies, the incorporation of ESG data in the investment decision making process, the application of exclusionary criteria and the amount of overlap with the ACTIAM exclusion list (in case of pooled funds), the execution of active ownership by the manager, and finally the level of transparency and reporting.
In the rare case where we decide against selecting a PRI signatory, our governance structure requires us to formally get clearance by going through the investment thesis thoroughly and demonstrating to our client that other investment considerations outweigh the lack of PRI membership in this case, and that there is no alternative PRI signatory manager who we judge to be at least equally qualified. Should we, for other reasons related to our fiduciary duties, be forced to opt for a manager with a less laudable RI profile, we choose to engage with that party. We will enter into a dialogue aimed at understanding the manager's motivations to not have high ESG ambitions, and we will render our views and expectations clear, indicating what changes we would expect. 
ACTIAM has a company-wide exclusion list. All internal investment teams will strictly refrain from investing in names on this list. We enforce or encourage external managers to adhere to this exclusion list as well. If the external investment is structured as a segregated mandate, we enforce adherence to our exclusion list. If the investment vehicle is a mutual fund, we are bound by the broader investment guidelines set for the fund. We will still point out the importance of avoiding investment in the names on our exclusion list, but enforcement in this case is legally impossible. It is however one of the points in the questionnaire for external managers. When an external manager has the intention to invest in a new company, the ACTIAM ESG team is often contacted to do a pre-screening and/or provide advise on the company. 
We feel active ownership is an integral part of being a responsible investment manager. Hence, we refer external managers that vote proxies and to engage on our behalf. For segregated accounts, we vote the stocks in managers' portfolios ourselves (supported by a service provider) directly, according to our in-house ESG voting policy. On a regular basis, we evaluate the outcome of the voting process and the current strategy and results of engagement activities.
Responsible investing is fully integrated in our monitoring process. Our policy is to have regular contact moments every year with every external manager in our portfolio, preferably at least two of which are face-to-face meetings and one onsite visit. In practice, we have a continuous dialogue with the external managers. ESG / responsible investing is a topic at every monitoring meeting. Monitoring takes place based on the scoring system mentioned earlier.
We have chosen to restrict investment in commodities due to responsible investment considerations. Rising prices of basic commodities can have serious consequences for poor people depending on these commodities. As research cannot fully take away doubts about investors' alleged contributions to such price rises, ACTIAM chooses to abstain from derivatives exposure to commodities.

For further detail on our external manager responsible investing policy please see our website: https://www.actiam.com/siteassets/4_verantwoord/documenten/nl/vb_externe-_managersen.pdf


OO 12. Modules and sections required to complete

12.1. 自主的な報告を希望される場合には、該当するするモジュールやセクションを以下のリストから選択して下さい。組織のAUMの10%以上を占める資産クラスについてのみ報告が義務付けられています。

中核的なモジュール

直接またはサービスプロバイダーを経由したRI実施

自己運用 - 上場株式の組入れ

自己運用 - 上場株式の積極的な保有

自己運用 – 債券

自己運用 - 専用のモジュールがあるその他の資産クラス

外部の運用会社を経由したRI実施

委託 - 組織外の運用会社の選定、指名、モニタリング

終了モジュール

12.2. 補足情報 [任意]


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