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Dimensional Fund Advisors

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

ゲートウェイ資産クラス実施指標

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

債券SSA – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          We are not aware of opportunities to engage with issuers of SSA debt.
        

債券 - 社債(金融) – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          What drives governance improvements and sets up a leverage with which investors can hold boards and management accountable is the
important mechanism of proxy voting at shareholder meetings. Dimensional broadly incorporates governance considerations into the
investment management process through its proxy voting, as well as communicating with portfolio companies to share Dimensional
policies and areas of focus with regard to governance practices. Without an annual vote, creditors generally do not have such a mechanism
to influence a company’s governance. In addition, different rights held by bondholders and shareholders can not only introduce potential
conflicts of interest, but also different governance priorities when it comes to certain issues like capital allocation and distribution policies.
This said, Dimensional’s corporate governance approach promotes best governance practices in areas such as board effectiveness,
executive compensation, and corporate integrity, where interests between equity and debt holders are closely aligned.
        

債券 - 社債(非金融) – エンゲージメント

直接的にエンゲージメントを行わず、組織外の運用会社がESG要因について企業とエンゲージメントをすることを要求しない理由を示してください。

          What drives governance improvements and sets up a leverage with which investors can hold boards and management accountable is the
important mechanism of proxy voting at shareholder meetings. Dimensional broadly incorporates governance considerations into the
investment management process through its proxy voting, as well as communicating with portfolio companies to share Dimensional
policies and areas of focus with regard to governance practices. Without an annual vote, creditors generally do not have such a mechanism
to influence a company’s governance. In addition, different rights held by bondholders and shareholders can not only introduce potential
conflicts of interest, but also different governance priorities when it comes to certain issues like capital allocation and distribution policies.
This said, Dimensional’s corporate governance approach promotes best governance practices in areas such as board effectiveness,
executive compensation, and corporate integrity, where interests between equity and debt holders are closely aligned.
        

OO 11. ESG incorporation practices for all assets

11.1. 投資決定や積極的な保有の実務に(報告年度中に)ESGの組み入れを行った組織内で運用される資産クラスを以下から選択してください。

上場株式

債券 – SSA

債券 - 社債(金融)

債券 - 社債(非金融)

その他(1)

‘その他(1)’ [OO 05において明示されたもの]

          Global Allocation, Target Date, Commodities
        

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。

中核的なモジュール

直接またはサービスプロバイダーを経由したRI実施

自己運用 - 上場株式の組入れ

自己運用 - 上場株式の積極的な保有

自己運用 – 債券

終了モジュール

12.2. 補足情報 [任意]


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