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Aeon Investment Management (Pty) Ltd

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

目的および戦略

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報 [任意]

Our objectives and strategies are reviewed regularly; if changes are warranted, we would make them as and when required.


SG 06. Main goals/objectives this year

06.1. 報告年度に組織として設定している責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標(KPI)

          On the job training in analysis and practical experience in the identification of ESG drivers.Integration of ESG factors in decision-making.
        

進捗状況

Aeon Investment Management is constantly trying to improve its techniques in incorporating ESG through on-the-job training. Analysts and Portfolio Managers regularly attend ESG training physically and via webcast.

主要パフォーマンス指標(KPI)

          ESG Engagement with investee entities - quality, outcome and impact of engagement.
        

進捗状況

In the past year, Aeon Investment Management participated in a number of engagements. In the current reporting period in question, we focused more on quality than quantity - we participated and initiated engagements that we believe addressed or at the very least created awareness of ESG factors.

主要パフォーマンス指標(KPI)

          Completeness, timely reporting and assessment of ESG activities.
        

進捗状況

Aeon Investment Management continues to record and report on ESG activities in a timely method.

 

主要パフォーマンス指標(KPI)

          ESG Engagement with investee entities - quality, outcome and impact of engagement.
        

進捗状況

In the past year, Aeon Investment Management participated in a number of engagements. We focused more on quality than quantity - we participated and initiated engagements that we believer addressed or at the very at least created awareness of ESG factors.

主要パフォーマンス指標(KPI)

          Financial performance of investments (change in the price of shares in investee entities); Monitoring of ESG activities
        

進捗状況

In the past year, Aeon Investment Management has updated its ESG incorporation into investment decision by incorporating more qualntitative ESG tools into the investment philosophy.

投資に係る財務業績

主要パフォーマンス指標(KPI)

          A financial and judgemental assessment of investment decisions is undertaken  to determine impact of ESG incorporation
        

進捗状況

Aeon Investment Management's integration of ESG factors into their investment philosophy has had a significant contribution in helping Aeon steer clear of high ESG-risk investments such as EOH Ltd and Tongaat Hulett Ltd.

投資のESG特性

主要パフォーマンス指標(KPI)

          Overall Financial Performance; Share price movements
        

進捗状況

Adjusting hurdle rates either for positive or negative ESG factors has a significant impact on the earnings growth expectations implied by the current share price.  Significant progress has been achieved. Portfolio ESG analytics indicates a better ESG disclosure and trend position.

主要パフォーマンス指標(KPI)

          Bloomberg's disclosure score on ESG is used to assess the year-on-year impact.
        

進捗状況

Significant progress has been achieved. Portfolio ESG analytics indicates a better ESG disclosure and trend position. Aeon Investment Management is currently in the process of developing and subsequently refining an in-house ESG Scorecard model by incorporating publicly available quantitative tools.

主要パフォーマンス指標(KPI)

          Investee entities' carbon emissions (if disclosed) and Portfolio exposure to carbon-emitting companies (depending on whether the database is updated).
        

進捗状況

It is too early, in a developing economy, to assess the impact; however, Aeon Investment Management is in the process of developing and subsequently refining an in-house ESG Scorecard model. We have also recently incorporated climate-risk assessment tools (available to the public) to assess the impact environmental factors have on our investments and overall portfolio. It should be noted that these tools are still in the very early stages of their development, and companies still disclose very limited information on environmental and social factors. The assessment results from these tools thus have limitations.

その他の活動

主要パフォーマンス指標(KPI)

          The number of quality engagements and positive outcomes.
        

進捗状況

Significant progress has been achieved. Aeon Investment Management has consistently contributed to the participation of RI initiatives. We constantly engage with company management on matters that involve ESG. Engagement activities include meetings with company management, voting during annual general meetings, and attending ESG-related events. However, it should be noted that it takes a number of years for positive ESG trends to emerge.

主要パフォーマンス指標(KPI)

          Engagements (collaborative and those we did not collaborate in)
        

進捗状況

Significant progress has been achieved. During engagements with company management teams, we constantly encourage other asset managers to collaborate on RI initiatives and become signatories of the PRI. We also believe collaborative engagements tend to yield better outcomes than single-investor engagements

主要パフォーマンス指標(KPI)

          Completeness - Reporting/ recording of case studies
        

進捗状況

A complete record of all the engagements we participated in is published in our bi-annual and annual ESG Report. The Report is available upon request (https://www.aeonim.co.za/engagement-activities/#).

主要パフォーマンス指標(KPI)

          The number of quality engagements and positive (or negative) outcomes.
        

進捗状況

Significant progress has been achieved over the last year in ESG. We have actively engaged with companies such as Woolworths Holdings Ltd and Naspers Ltd.

06.2. 補足情報 [任意]

In addition to company engagement, Aeon Investment Management engages with policymakers to influence public policy to drive responsible investing. 


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