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Global Evolution

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We have developed proproetary SDG ratings and successfully proved the statistically strong links to performance in our asset class. Furthermore, we develop proprietary AI driven ESG indices to inform our investment process

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We have developed proproetary SDG ratings and successfully proved the statistically strong links to performance in our asset class. Furthermore, we develop proprietary AI driven ESG indices to inform our investment process

          em investors alliance.org
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

advisory

          world bank
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We have developed proproetary SDG ratings and successfully proved the statistically strong links to performance in our asset class. Furthermore, we develop proprietary AI driven ESG indices to inform our investment process


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明

          b.	Impact Investing Symposium:  In November 2017, Global Evolution hosted an Impact Investing symposium in our US office at One World Trade Center. The symposium was titled “Emerging Market Sovereign Debt Investing: The Future of Development Finance,” and included speakers and panelists from the UN-PRI, the IMF, and the World Bank, as well as, importantly, the Central Bank governor for eight emerging market economies—one ingredient of our direct engagement with policy makers in the countries in which we invest. We hosted over 35 participants representing a range of organizations in the financial industry.
        

行動の頻度

説明

          f.	UVM Sustainable Innovation MBA Program: In 2017, we hosted a practicum project for students from the University of Vermont Sustainable Innovation MBA program, ranked the #1 Green MBA Program by the Princeton Review. These students spent time at Global Evolution’s headquarters in Denmark, learning the day to day aspects of the business. They wrote a final report on the state of asset management in the US market, and provided recommendations on how to improve our ESG marketing in North America. We are hosting a similar project with students from the program in 2018.
        

行動の頻度

説明

          in development of valuation models for investment management as part of our esg integrations
        

行動の頻度

説明

          mainly at client meetings and conference speaking
        

行動の頻度

説明

          frequent conference participation e.g. as a panelist at UNPRI In Person 2017 in Berlin
        

行動の頻度

説明

          publication of research and investment related issues that integrate ESG dynamics
        

行動の頻度

説明

          to clients and partners we recommend and put in contact with PRI
        

行動の頻度

説明

          world bank, Government pension investment fund of Japan
        

行動の頻度

説明

          e.g. in the USA based magazine CIO MAgazine on the importance of integrating ESG
        

行動の頻度

説明

          ACCR Chairman of the Board
        

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

Communicating and engaging with our stakeholders: Our corporate communication is both internal to employees and board members as well as external to stakeholders such as clients and affiliated consultants as well as the media and other stakeholders. With our continued growth, we are increasingly aware of the role we play in the markets, economies and societies in which we practice. Our engagement with stakeholders on the ten principles and our proprietary apoproach to ESG modeling and country investment selection is consequently essential to our business operations. In client meetings, we consistently stress the significance of our dedication to the Global Compact principles reflected in our choice of ESG factors in our proprietary modeling. In addition, we experience that the interaction with our clients is also cross-directional since clients increasingly display this focus and seek discussions on these important issues. Consequently, our ESG deliberations and careful analysis as part of the investment processes will play a central role in our screening and portfolio allocations going forward.

 

UNPRI Advisory Committee on Credit Ratings Report: Global Evolution co-authored a report by the UNPRI ACCR in 2017. As Chairman of the Board at the UNPRI ACCR committee, Ole Hagen Jorgensen, Global Evolution Research Director, coauthored the report SHIFTING PERCEPTIONS: ESG, CREDIT RISK AND RATINGS (PART 1: THE STATE OF PLAY).

 

ESG dissemination and conference participation: Ole Jorgensen, Research Director, speaks at a number of conferences regarding integrating ESG into the investment process. Notably, in September 2017, Ole spoke on a panel about ESG in Credit Ratings at the UNPRI “In Person” Conference in Berlin, Germany.


SG 11. Dialogue with public policy makers or standard setters

11.1. 報告年度において、責任投資を支援するために、組織が単独で、あるいは他組織との協働により、政策立案者や規制当局との対話を行ったかどうかを記載してください。

はいの場合

11.2. 使用した方法を選択してください。

具体的に記入してください

          In November 2017, Global Evolution hosted an Impact Investing symposium in our US office at One World Trade Center.
        

11.3. (単独でまたは協働により)政府または規制当局に書面を提出した場合、その書面が一般に入手できるかどうかを記載してください。

11.4. 組織が公共政策立案者または規制当局と話し合いを行った主なテーマの概略を記載して下さい。

especially governance and resilience to climate related risks:

 

Impact Investing Symposium:  In November 2017, Global Evolution hosted an Impact Investing symposium in our US office at One World Trade Center. The symposium was titled “Emerging Market Sovereign Debt Investing: The Future of Development Finance,” and included speakers and panelists from the UN-PRI, the IMF, and the World Bank, as well as, importantly, the Central Bank governor for eight emerging market economies—one ingredient of our direct engagement with policy makers in the countries in which we invest. We hosted over 35 participants representing a range of organizations in the financial industry.


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