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Church of Sweden

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators


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

10.3. 議決権を行使しない理由を示してください。

We have only mutual funds with no right to vote, although we could use proxy voting. Also, we focus on ESG, and very seldom voting concerns ESG in the companies we have holdings in. Besides, most of them have already high ESG scores and are not involved in controversial activities.

債券SSA – エンゲージメント


          We have only Swedish government bonds.

債券 - 社債(金融) – エンゲージメント


          The holdings we have are mainly in Swedish real estate companies and banks, that we know well and have as shares as well.

債券 - 社債(非金融) – エンゲージメント


          The only corporate bonds fund we hold is with a fund manager who does not have that process in place for fixed income. However, this is about to change, and ESG will be included, even though engagement seems to be limited. The fund has no fossil companies, no mining companies or other controversial activities and also excludes companies with severe breaches of international norms.

OO 11. ESG incorporation practices for all assets



債券 – SSA


債券 – 社債 (金融)


債券 – 社債 (非金融)








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。

They all have to comply with our strict requirements in our investment policy. First, we select those that comply with our high standards on ESG and sustainability, and exclusions of fossil fuels, weapons, tobacco, etc. Then we write a side letter, if possible and necessary, in the appointment process. We also inform them that if they don't comply, we will have to sell. That has happened, when only one company was in breach of our policy. Then we regularly meet with the AMs and ask them to report on their ESG and sustainability work.

11.5. 組織外で運用されるプール型ファンドについて、指名またはコミットメント・プロセスの一部として期待値を設定する他の仕組みについて記載してください(任意)。

We have an agreement to meet twice a year to evaluate the screening results of the only fund we have with corporate bonds. In the pooled fund we offer to the parishes and dioceses on Swedish equity, we actually have our policy in the term sheet of the fund. So we can decide if a company is complying or not with our policy. We have meetings twice a year to report on performance on ESG/sustainability as well as financially. The same goes with the other Swedish equity fund - we meet regularly to go through financial as well as ESG/sustainability performance. We ask them to provide us with the screening results to our internal monitoring reports.

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。



自己運用 - 上場株式の積極的な保有


委託 - 組織外の運用会社の選定、指名、モニタリング


12.2. 補足情報 [任意]