This report shows public data only. Is this your organisation? If so, login here to view your full report.

BT Financial Group

PRI reporting framework 2020

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

成果および結果

SAM 08. Percentage of externally managed assets managed by PRI signatories

08.1. 組織では、RIに関するベストプラクティスが保有資産の運用に確実に適用されるようどのようにして万全を図っているその内容を説明してください

方策

          We encourage our investment managers to continually improve their RI practices. We saw improvements in ESG practices across a number of managers during 2019. We encourage improvement in ESG integration and stewardship generally, along with the management of key ESG issues such as climate change.
        

08.2. 補足情報 [任意]

In addition to the BTIS investments business, for BT's execution services,  BT undertakes an assessment of a manager’s approach to ESG integration and actively encourages managers on the platform to become PRI signatories.


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. 報告年度において、運用会社の選定、指名やモニタリングプロセスの過程で、ESG問題がどのように対処されているかを示す事例を挙げてください。

トピックまたは問題
          Manager selection - development of sustainable investment approach for Infrastructure
        
実行者
資産クラス
対象範囲およびプロセス

In 2019, the BTIS Investments team began assessing infrastructure fund opportunities. The team developed a process for assessing the sustainable investment approach of potential investment managers, drawing upon resources from the PRI among others. 

結果

The team undertook sustainable investment reviews of potential infrastructure investment managers, including by meeting with the managers and discussing the underlying assets and associated ESG risks and opportunities. This process has been incorporated into the BT Investments team's process for selecting Infrastructure investment managers.

トピックまたは問題
          Manager selection and appointment  – encouraging the adoption of sustainable investment practices
        
実行者
資産クラス
対象範囲およびプロセス

We encourage investment managers to improve their RI practices during the selection and appointment process, and through ongoing monitoring following appointment.

結果

During the appointment process, we encouraged investment managers to improve their sustainable investment process. By monitoring their progress, we have confirmed that investment managers engaged have further developed and formalised their processes, including by becoming a PRI signatory. This is an ongoing program of work to encourage and monitor progress in this area.

09.2. 補足情報 [任意]


Top