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PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

RAISE integrates environmental, social and governance (ESG) criteria into its investment process.

In 2019, RAISE has appointed an ESG committee made of 7 team members in order to define 94 ESG KPIs (43 are quantitative and 51 are qualitative) and chose a specific reporting tool dedicated to assessing the ESG performance of the portfolio.

RAISE started this new ESG assessment and approach for the reporting year of 2019. It was a huge step forward for the ESG policy of RAISE since it was launched in 2014.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

RAISE's ESG committee has set 7 priority objectives of improvement for the companies of its portfolio regarding ESG :

1/ Encourage and check the presence of women at Executive Committees and Supervisory Boards

2/ Encourage companies to calculate their carbon footprint and recommend some dedicated tools in order to do so

3/ Encourage the presence of independent members art the Supervisory Boards.

4/ Support women's employment

5/ Encourage training programmes of employees

6/ Appoint or recruit an CSR manager at the company level

7/ Encourage employee ownership in the company in order to share the value created and create a common destiny.


01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。


02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

RAISE Conseil has implemented a dedicated policy relating to the management of conflicts of interest in its investment process based on the French financial regulations:

- Risks of conflicts of interests cartography
- Detection of potential conflicts of interests disposal
- Recourse to a dedicated strategic committee
- Register of conflicts of interests
- Communication

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)