This report shows public data only. Is this your organisation? If so, login here to view your full report.

J.P. Morgan Asset Management

PRI reporting framework 2020

serch-btn
Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Indirect – Manager Selection, Appointment and Monitoring
Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct – Private Equity
Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]
Direct - Property
Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Direct - Infrastructure
Overview [INF 01 - 02] Fundraising of infrastructure funds [INF 03 - 04] Pre-Investment (Selection) [INF 05 - 09] Selection, appointment and monitoring of third-party infrastructure operators [INF 10] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Infrastructure Maintenance [INF 15] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18] Communication [INF 19]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
Pdf-img

You are in Direct - Infrastructure » Post-investment (monitoring and active ownership) » Infrastructure Monitoring and Operations

Infrastructure Monitoring and Operations

INF 12. Proportion of assets with ESG performance targets

12.1. Indicate the proportion of infrastructure assets for which your organisation and/or operators included ESG performance in investment monitoring during the reporting year.

 (in terms of number of infrastructure assets)

12.2. Indicate ESG issues for which your organisation, and/or operators, typically sets and monitors targets (KPIs or similar) and provide examples per issue.

List up to three example targets per issue 

          Water companies set KPIs for water conservation
        
          Agreed Upon Procedures (AUP) engagements with each investee company’s local auditor to provide accuracy and consistency of environmental data, including GHG emissions and energy usage
        
          Companies report on environmental violations

List up to three example targets per issue 

          Health and safety of employees, contractors and customers goals set and monitored
        
          Employee engagement programs, surveys and implementation of feedback
        
          Diversity and inclusion trainings and current statistics for each company

List up to three example targets per issue 

          Adoption of board calendars that include distinct ESG topics, benchmarking results and areas of improvement
        
          Cybersecurity trainings for board members and tracking of cybersecurity incidents
        
          Anticorruption policies adopted and trainings implemented

12.3. Additional information. [Optional]

Direct Infrastructure discloses information regarding ESG in its Annual and Quarterly Reports and webcasts to investors. The Annual Report includes a sustainability report with annual ESG metrics and qualitative examples and case studies. The Quarterly report includes ESG updates which may include environmental responses and updates on recent storm or disaster recovery, community or philanthropic initiatives, governance and board member updates, trainings or workshop updates, employee engagement initiatives and any form of incident or violation reporting. In addition, the strategy and investee companies participate in annual benchmarking (GRESB) and those results are shared in detail with investors. In 2019, an ESG Leadership Group was created to share best practices across the portfolio – the group includes a member from each investee company and members from the Direct Infrastructure strategy.

INF 13. Proportion of portfolio companies with ESG/sustainability policy

13.1. Indicate whether you track the proportion of your infrastructure investees that have an ESG/sustainability-related policy (or similar guidelines).

13.2. Indicate the proportion of your infrastructure investees that have an ESG/sustainability-related policy (or similar guidelines).

(in terms of number of infrastructure investees)

13.3. Describe how your organisation, and/or your operators, contribute to the infrastructure investees’ management of ESG issues. [Optional]

Through our active asset management practices in working with the investee company boards and executive management teams, we engage each investee company in their approach to ESG issues, including the adoption of ESG related policies, including standalone ESG policies, health & safety policies, stakeholder engagement policies, catastrophe and resilience policies or whistleblowing polices, etc. We work with our investee companies regularly to address relevant emerging ESG issues, like climate change risks and disaster recovery communication plans. We also use the GRESB assessment to formally engage with each company to complete the assessment and review results, share best practices across the portfolio, discuss areas of improvement as it relates to ESG policies, process and implementation and serve as a guide for continuous improvement for material ESG drivers. In addition, in 2019, an ESG Leadership Group was created to share best practices across the portfolio – the group includes a member from each investee company and members from the Direct Infrastructure strategy. Quarterly and ad hoc calls are held to discuss different topics including culture, health and safety, energy transition, materiality and specific investee company ESG initiatives.

INF 14. Type and frequency of reports received from investees (Private)

Previous Section Next Section
Top