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BT Financial Group

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

ESG目標

          To manage the portfolio in accordance with the ESG Exclusions.
        
          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Requirements around the voting process, including voting policy and management of conflicts of interest, and reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.
        

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

          Bloomberg AusBond Composite Bond 0+ Yr Index SM
Bloomberg Barclays Global Aggregate Bond Index (fully hedged) in Australian dollars
        

ESG目標

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.
        

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

          Bloomberg AusBond Composite Bond 0+ Yr Index SM
Bloomberg Barclays Global Aggregate Bond Index (fully hedged) in Australian dollars
        

ESG目標

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.
        

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

          Bloomberg AusBond Composite Bond 0+ Yr Index SM
Bloomberg Barclays Global Aggregate Bond Index (fully hedged) in Australian dollars
        

ESG目標

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.
        

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

          Bloomberg AusBond Composite Bond 0+ Yr Index SM
Bloomberg Barclays Global Aggregate Bond Index (fully hedged) in Australian dollars
        

ESG目標

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.
        

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 EPRA/NAREIT Developed hedged in AUD Net TRI Index
        

ESG目標

          Acting consistently with the PRI; researching and incorporating material ESG factors as relevant to the investment strategy; requirement for ESG reporting.
        
          Acting consistently with the PRI; engaging with companies as relevant to the investment strategy; requirement for ESG reporting.
        
          Requirements around the voting process, including voting policy and management of conflicts of interest, and reporting.
        
          Report on improvement and implementation of ESG policies and processes, including training.
        
          Report on consideration of climate change risk.
        
          Acting consistently with the PRI.
        

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

          Not applicable
        

ESG目標

          Incorporating ESG considerations into investment decision-making and investment management; requirement for ESG reporting.
        
          Report on improvement and implementation of ESG policies and processes.
        
          Report on consideration of climate change risk.
        

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]

          Responses across the fixed interest categories are consistent as we hire investment managers to manage across these categories.
        

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