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Environment Agency Pension Fund

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

指名

SAM 04. Appointment processes (listed equity/fixed income)

04.1. あなたの組織では、ほとんどのケースで、また、商品の仕組みが許す限り、運用会社の選定および・もしくは約定の一環として以下の項目のいずれかを行っているかどうかを明示してください。

04.2. 運用会社の指名において通常盛り込んでいる、ベンチマーク、目標、インセンティブ/コントロールおよび報告要件の事例を資産クラス別に記載してください。

資産クラス

ベンチマーク

          For our passive equities we use MSCI Low Carbon Target.
        

ESG目標

          We ask candidates to explain their technical capacity to take account of environmental, social and governance issues at the Expression of Interest, Request for Proposal and interview stages.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        
          We interview the key decision-makers in the candidate's investment team. These include:
• the fund manager who will be responsible for the portfolio on a day-to-day basis
• the ESG lead
• the client contact.
We firmly request that potential mangers avoid providing generic marketing material about their company's strengths and experiences. Our selection process focuses on the particular details that are relevant to us. We question them in great depth about their experience and approach to ESG issues. In particular we look at:
• their practical experience
• their level of understanding
• the relative importance of ESG issues in their decision-making processes.
        
          Quarterly and annually an account of the manager's engagement undertaken on ESG issues.
        
          Quarterly and annually an account of the manager's voting undertaken on ESG issues.
        
          This is part of the requirements of tender documentation and is ensured through legal requirements.
        
          The action here is bespoke depending on the manager.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          FTSE Index Linked >15year
        

ESG目標

          We ask candidates to explain their technical capacity to take account of environmental, social and governance issues at the Expression of Interest, Request for Proposal and interview stages.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        
          We interview the key decision-makers in the candidate's investment team. These include:
• the fund manager who will be responsible for the portfolio on a day-to-day basis
• the ESG lead
• the client contact.
We firmly request that potential mangers avoid providing generic marketing material about their company's strengths and experiences. Our selection process focuses on the particular details that are relevant to us. We question them in great depth about their experience and approach to ESG issues. In particular we look at:
• their practical experience
• their level of understanding
• the relative importance of ESG issues in their decision-making processes.
        
          Quarterly and annually an account of the manager's engagement undertaken on ESG issues.
        
          This is part of the requirements of tender documentation and is ensured through legal requirements.
        
          The action here is bespoke depending on the manager.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          iBoxx Sterling Non Gilt
        

ESG目標

          We ask candidates to explain their technical capacity to take account of environmental, social and governance issues at the Expression of Interest, Request for Proposal and interview stages.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        
          We interview the key decision-makers in the candidate's investment team. These include:
• the fund manager who will be responsible for the portfolio on a day-to-day basis
• the ESG lead
• the client contact.
We firmly request that potential mangers avoid providing generic marketing material about their company's strengths and experiences. Our selection process focuses on the particular details that are relevant to us. We question them in great depth about their experience and approach to ESG issues. In particular we look at:
• their practical experience
• their level of understanding
• the relative importance of ESG issues in their decision-making processes.
        
          Quarterly and annually an account of the manager's engagement undertaken on ESG issues.
        
          This is part of the requirements of tender documentation and is ensured through legal requirements.
        
          The action here is bespoke depending on the manager.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          iBoxx Sterling Non Gilt
        

ESG目標

          We ask candidates to explain their technical capacity to take account of environmental, social and governance issues at the Expression of Interest, Request for Proposal and interview stages.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        
          We interview the key decision-makers in the candidate's investment team. These include:
• the fund manager who will be responsible for the portfolio on a day-to-day basis
• the ESG lead
• the client contact.
We firmly request that potential mangers avoid providing generic marketing material about their company's strengths and experiences. Our selection process focuses on the particular details that are relevant to us. We question them in great depth about their experience and approach to ESG issues. In particular we look at:
• their practical experience
• their level of understanding
• the relative importance of ESG issues in their decision-making processes.
        
          Quarterly and annually an account of the manager's engagement undertaken on ESG issues.
        
          This is part of the requirements of tender documentation and is ensured through legal requirements.
        
          The action here is bespoke depending on the manager.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          iBoxx Sterling Non Gilt
        

ESG目標

          We ask candidates to explain their technical capacity to take account of environmental, social and governance issues at the Expression of Interest, Request for Proposal and interview stages.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        
          We interview the key decision-makers in the candidate's investment team. These include:
• the fund manager who will be responsible for the portfolio on a day-to-day basis
• the ESG lead
• the client contact.
We firmly request that potential mangers avoid providing generic marketing material about their company's strengths and experiences. Our selection process focuses on the particular details that are relevant to us. We question them in great depth about their experience and approach to ESG issues. In particular we look at:
• their practical experience
• their level of understanding
• the relative importance of ESG issues in their decision-making processes.
        
          Quarterly and annually an account of the manager's engagement undertaken on ESG issues.
        
          This is part of the requirements of tender documentation and is ensured through legal requirements.
        
          The action here is bespoke depending on the manager.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          MSCI World
        

ESG目標

          We ask candidates to explain their technical capacity to take account of environmental, social and governance issues at the Expression of Interest, Request for Proposal and interview stages.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        
          We interview the key decision-makers in the candidate's investment team. These include:
• the fund manager who will be responsible for the portfolio on a day-to-day basis
• the ESG lead
• the client contact.
We firmly request that potential mangers avoid providing generic marketing material about their company's strengths and experiences. Our selection process focuses on the particular details that are relevant to us. We question them in great depth about their experience and approach to ESG issues. In particular we look at:
• their practical experience
• their level of understanding
• the relative importance of ESG issues in their decision-making processes.
        
          Quarterly and annually an account of the manager's engagement undertaken on ESG issues.
        
          This is part of the requirements of tender documentation and is ensured through legal requirements.
        
          The action here is bespoke depending on the manager.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Retail Price Index
        

ESG目標

          We ask candidates to explain their technical capacity to take account of environmental, social and governance issues at the Expression of Interest, Request for Proposal and interview stages.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        
          We interview the key decision-makers in the candidate's investment team. These include:
• the fund manager who will be responsible for the portfolio on a day-to-day basis
• the ESG lead
• the client contact.
We firmly request that potential mangers avoid providing generic marketing material about their company's strengths and experiences. Our selection process focuses on the particular details that are relevant to us. We question them in great depth about their experience and approach to ESG issues. In particular we look at:
• their practical experience
• their level of understanding
• the relative importance of ESG issues in their decision-making processes.
        
          Quarterly and annually an account of the manager's engagement undertaken on ESG issues.
        
          This is part of the requirements of tender documentation and is ensured through legal requirements.
        
          The action here is bespoke depending on the manager.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Retail Price Index
        

ESG目標

          We ask candidates to explain their technical capacity to take account of environmental, social and governance issues at the Expression of Interest, Request for Proposal and interview stages.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        
          We interview the key decision-makers in the candidate's investment team. These include:
• the fund manager who will be responsible for the portfolio on a day-to-day basis
• the ESG lead
• the client contact.
We firmly request that potential mangers avoid providing generic marketing material about their company's strengths and experiences. Our selection process focuses on the particular details that are relevant to us. We question them in great depth about their experience and approach to ESG issues. In particular we look at:
• their practical experience
• their level of understanding
• the relative importance of ESG issues in their decision-making processes.
        
          Quarterly and annually an account of the manager's engagement undertaken on ESG issues.
        
          This is part of the requirements of tender documentation and is ensured through legal requirements.
        
          The action here is bespoke depending on the manager.
        
          We have our own model investment management agreement (IMA). This makes it clear how managers should implement our RI Policy - as well as our disclosure and reporting requirements. It is straightforward to use our own IMA in segregated mandates. When we use collective investment vehicles (pooled funds) we work with the providers to make sure we are able to monitor such portfolios from an ESG perspective.
        

インセンティブおよびコントロール

報告要件

04.3. 報告要件のいずれかが満たされない場合に、組織では、以下に記載するどの措置を講じることになるのかを示してください。

04.4. 組織が設定している外部運用会社の指名プロセスに関連する追加情報を記載してください。 [任意]

          
        

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