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BT Financial Group

PRI reporting framework 2020

You are in Strategy and Governance » Governance and human resources

ガバナンスおよび人事

SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。

組織における役職

下記の内部の役割より選択;

          GM Super, GM PIO
        

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

In relation to investments made where a Westpac Group entity is acting as a trustee (for example RSE Licensee, Responsible Entity), the governance and strategies for environmental, social and governance impacts is the responsibility of the relevant board and management of these entities. Accordingly, responsibility for responsible investment in BT's funds rests with the relevant  BT Board (together the BT Boards).

Within their relevant business units responsiblity for BT's Responsible Investment performance rests with our General Manager Superannuation (GM Super) and General Manager Platforms, Investment and Operations (GM PIO) (together the Senior Leadership Team (SMT)) . 

BT's investment management team, led by the Chief Investment Officer (CIO), has responsibility for the day-to-day integration and management of ESG impacts, risks and opportunities for the multi-manager investment portfolios.

Investment professionals with specialist knowledge of ESG issues and risks are employed within the investment team.

 

 

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。

3

07.4. 補足情報 [任意]


SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. 気候関連問題について監視、説明責任および/または管理責任をもつ組織の役職を示してください。

取締役会メンバーまたは受託者

最高経営責任者(CEO)最高投資責任者(CIO)最高リスク責任者(CRO)投資委員会

他の最高級職員または部長(具体的に記入してください)

ポートフォリオマネージャー

投資アナリスト

専任の責任投資担当者

組織外の運用会社またはサービスプロバイダー

07.6 CC. 気候関連の問題の監督/説明責任または実施責任がある取締役会レベルの役職については、これらの責任の遂行方法を説明してください

BT is a diverse business and offers a range of products and investment solutions. Where BT is acting as the trustee (for example Responsible Superannuation Entity (RSE) lisencee) or Responsible Entity (RE) and making an investment decision on behalf of our customers, the governance of strategies for managing ESG risks (including climate change) in BT’s investment and superannuation portfolios is the responsibility of the BT Boards and associated committees of the trustee or RE entities (together the ‘BT Boards’).

The BT Boards have approved a set of investment beliefs which shape the way that the BT Boards expect investments to be managed and the way investment decisions are made. The BT Boards believe that the active consideration of ESG factors in the investment analysis and decision making process for our investment portfolios enhances our ability to meet the long-term investment objectives of our funds. The BT Boards also believe that asset stewardship, including proxy voting and engagement with companies in which we invest, is fundamental to driving positive portfolio outcomes. The BT Boards have also approved a range of policies and frameworks for managing ESG impacts, including climate risks in our funds.

The BT Boards and associated committees are regularly provided with information relevant to climate-related impacts including, for example, providing information on climate developments in the industry and engagement and proxy voting activities of our internal investment managers and external engagement providers.

The day-to-day responsibility for the management of ESG factors in our portfolios is delegated to the relevant investment manager, where applicable to the investment strategy. It is expected that investment managers give consideration to the BT investment beliefs and invest in accordance with BT’s frameworks and policies when making decisions on behalf of the trustee or RE. This can include taking into account climate-related risks and opportunities.

BT’s approach to climate change gives consideration to Westpac Group policies and governance frameworks, however governance and strategies for managing ESG impacts in these portfolios is the responsibility of the BT Boards and management. More information regarding Westpac’s approach to climate change can be found in the Westpac Group Climate Change Position Statement and 2020 Action Plan, along with the Group’s annual reporting suite, available at www.westpac.com.au.

More information on our approach to climate-related risk is available in the BT climate-related disclosures at BT.com.au/sustainability

07.7 CC. 気候関連の問題を評価し管理する管理レベルの役職については、その構造とプロセスを詳しく説明してください。

Responsibility for responsible investment and sustainability strategy across BT is the responsibility of the General Manager Superannuation and General Manager Platforms, Investments and Operations. This includes disclosure and reporting regarding public targets and commitments made by BT entities as well as product and services development and delivery. 

The day-to-day responsibility for the management of ESG factors in our portfolios is delegated to the relevant investment manager, where applicable to the investment strategy. It is expected that investment managers give consideration to the BT investment beliefs and invest in accordance with BT’s frameworks and policies when making decisions on behalf of the trustee or RE. This can include taking into account climate-related risks and opportunities.

Where BT acts in the role of investment manager, responsibility for climate-related impacts is led by the Chief Investment Officer (CIO). The CIO and the investment team are responsible to the BT Boards for the management of the relevant portfolios including the analysis and assessment of climate-related risks and opportunities. The investment team adopts a multi-manager approach, where external portfolio managers with complementary styles are combined across different asset classes. As part of our manager selection and monitoring process, we consider the extent to which the manager is effectively managing the financial risks and opportunities that may arise from ESG issues, including climate change, depending on their investment strategy and capabilities.

For portfolios where the investor is making the decision as to the investment choice (for example in IDPS and IDPS like products, and within the ‘choice menu’ of our superannuation products), BT has increasingly focused on how to provide customers with information related to ESG risks, including climate change, to allow them to make informed decisions.

More information on BT's approach to climate-related risk is available in the BT climate-related disclosures at BT.com.au/sustainability

07.8 CC. TCFDの提言やその実施について、組織が外部運用会社またはサービスプロバイダーに何を求めるかについて説明してください。


SG 08. RI in performance management, reward and/or personal development (Private)


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