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J.P. Morgan Asset Management

PRI reporting framework 2020

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他のモジュールで報告されていない資産クラスの実施

SG 16. ESG issues for internally managed assets not reported in framework

組織内で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

ヘッジファンド・デューデリジェンス質問

責任投資原則のヘッジファンド・デューデリジェンス質問に回答したかどうか示してください。

ヘッジファンド​

J.P. Morgan Alternative Asset Management (JPMAAM) Hedge Funds and Alternative Credit has formalized our consideration of ESG factors throughout our due diligence process. We have developed a list of factors across environmental, social and governance, and, where they weren’t already included, are incorporating questions based on these factors formally into our due diligence reports. Throughout our history we have incorporated ESG-related considerations into our process, so the majority of these questions were already being asked.

短期金融市場商品​

Our Global Liquidity team partners with our colleagues in GFICC to assemble an array of analytical resources, and these analysis allow us to utilize both top-down and bottom-up approaches to converge on assets providing good risk-adjusted returns. As part of our security selection strategy, investment teams evaluate whether sustainability issues could materially impact the cash flows or risk profiles of the many companies in the investable universe. And while no issuer or specific asset is excluded from portfolios based on ESG criteria—unless mandated by regulation or requested by clients—these factors could either expand or limit the ability to invest in a company or asset if an E, S, or G component changes the fundamental outlook.

We utilize an ESG ratings service to provide adept, objective opinions related to sustainability issues, and those specific ESG ratings are used in conjunction with our proprietary analytics and fundamental credit ratings. These ratings are supplied to our portfolio management teams through a combination of research and trading systems to better inform investment decisions. Additionally, our Global Liquidity investment governance committee combines these rating reports into its monthly meeting agenda, where both notable portfolios and individual securities are examined for ESG ratings quality

その他 (1) [OO 05から抽出]

Multi-Asset Solutions (MAS) is a diversified fund of funds manager which leverages the underlying investment capabilities of the global asset management business.

Currently, the incorporation of ESG considerations is a functionof the various platforms with which we invest and our managerresearch process serves as a central point of reference to understand each platform’s ESG philosophy within the context of their stated investment process. Our MAS Manager Researchteam takes a holistic approach to ESG integration across thewhole portfolio, focusing on understanding the different approaches adopted by managers across the platform and developing appropriate questions to monitor the consideration of ESG risks. Manager updates are recorded on the research database in our portfolio management system, Spectrum and leveraged by the research and portfolio management teams. Changes in ESG scoring over time are monitored and raised in discussions with underlying managers.

Multi-Asset Solutions does not currently incorporate sociallyresponsible factors into our strategic or tactical assetallocation approach at the present time, but we are currentlyworking toward formal integration status by developing aprocess which explicitly incorporates ESG risks into ourstrategic manager selection decisions, with expectedcompletion in the very near future.

16.2. 補足情報 [任意]

We believe that this increased consideration of ESG factors in our investment process can help reduce risk and ensure sustainability of returns.
After asking these questions of managers throughout our due diligence process, we actively engage them on a range of issues that may include social, environmental and governance concerns. We view good environmental, social and governance practices as a pre-requisite for responsible investing, but also as a tool to help mitigate potential risks and conflicts. We work closely with our managers to help them improve on ESG factors where we believe they are lacking, providing guidance and support to help them achieve best-in-class practices.
After being examined and potentially improved during the due diligence process, these ESG factors will be reviewed by JPMAAM’s Investment Committee, and any red flags will be thoroughly discussed. ESG factors identified as part of this process are considered as part of the decision to invest in a new manager, remain invested with an existing manager, or terminate a manager.

We also partner with clients to address their specific ESG needs. Currently, specific funds, assets or types of assets are not automatically excluded explicitly on social, environmental, or ethical criteria unless specifically requested by clients orrequired by local legislation. However, JPMAAM has the ability to work with clients in a variety of ways to incorporate their ESG preferences, from exclusions-based (SRI) mandates to ESG thematic.


SG 17. ESG issues for externally managed assets not reported in framework

17.1. 組織外で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

ヘッジファンド・デューデリジェンス質問​

責任投資原則のヘッジファンド・デューデリジェンス質問に回答したかどうか示してください。

ファンドオブヘッジファンズ

J.P. Morgan Alternative Asset Management (JPMAAM) Hedge Funds and Alternative Credit has formalized our consideration of ESG factors throughout our due diligence process. We have developed a list of factors across environmental, social and governance, and, where they weren’t already included, are incorporating questions based on these factors formally into our due diligence reports. Throughout our history we have incorporated ESG-related considerations into our process, so the majority of these questions were already being asked.

17.2. 補足情報 [任意]

We believe that this increased consideration of ESG factors in our investment process can help reduce risk and ensure sustainability of returns.
After asking these questions of managers throughout our due diligence process, we actively engage them on a range of issues that may include social, environmental and governance concerns. We view good environmental, social and governance practices as a pre-requisite for responsible investing, but also as a tool to help mitigate potential risks and conflicts. We work closely with our managers to help them improve on ESG factors where we believe they are lacking, providing guidance and support to help them achieve best-in-class practices.
After being examined and potentially improved during the due diligence process, these ESG factors will be reviewed by JPMAAM’s Investment Committee, and any red flags will be thoroughly discussed. ESG factors identified as part of this process are considered as part of the decision to invest in a new manager, remain invested with an existing manager, or terminate a manager.

We also partner with clients to address their specific ESG needs. Currently, specific funds, assets or types of assets are not automatically excluded explicitly on social, environmental, or ethical criteria unless specifically requested by clients orrequired by local legislation. However, JPMAAM has the ability to work with clients in a variety of ways to incorporate their ESG preferences, from exclusions-based (SRI) mandates to ESG thematic.


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