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Genus Capital Management

PRI reporting framework 2020

You are in Strategy and Governance » Asset class implementation not reported in other modules

他のモジュールで報告されていない資産クラスの実施

SG 16. ESG issues for internally managed assets not reported in framework

組織内で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

債券 - SSA

Fixed income managed internally is a small portion of AUM.  We align the fixed income holdings with the client's values.  Some clients will have no fossil fuel related assets.

The vast majority of our fixed income is in pooled funds which are managed externally.   Our Fossil Free Funds follow a strict investable list of issuing companies. This list is based on a ESG and Carbon screen.

債券 - 社債(金融)

Fixed income managed internally is a small portion of AUM.  We align the fixed income holdings with the client's values.  Some clients will have no fossil fuel related assets.

The vast majority of our fixed income is in pooled funds which are managed externally.   Our Fossil Free Funds follow a strict investable list of issuing companies. This list is based on a ESG and Carbon screen.

債券 - 社債(非金融)

Fixed income managed internally is a small portion of AUM.  We align the fixed income holdings with the client's values.  Some clients will have no fossil fuel related assets.

The vast majority of our fixed income is in pooled funds which are managed externally.   Our Fossil Free Funds follow a strict investable list of issuing companies. This list is based on a ESG and Carbon screen.

現金

Cash and cash equivalent refers to money market government issuances. There is no ESG process in place.  We are looking into impact mone market products that are becoming available in Canada

16.2. 補足情報 [任意]


SG 17. ESG issues for externally managed assets not reported in framework

17.1. 組織外で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

上場株式 – ESGの組み入れ

We have one externally managed listed equities fund and this was created several years ago.  We did not require a responsible investing mandate when it was created.  Our external manager is a PRI signatory but the only ESG requirement is to avoid tobacco investments.

上場株式 – エンゲージメント

We have one externally managed listed equities fund and this was created several years ago.  We did not require a responsible investing mandate when it was created.  Our external manager is a PRI signatory but there is no requirement on ESG engagement for this fund.

上場株式 – (委任状による)議決権行使

We have one externally managed listed equities fund and this was created several years ago.  We did not require a responsible investing mandate when it was created.  Our external manager is a PRI signatory but there is no requirement to align proxy voting with ESG issues for this fund.

債券 - SSA

Within our Fossil Free externally managed fixed income funds, we have a process for Fixed Income - SSA.  We provide the external manager with a universe of eligible investments based on our sustainable criteria.  The manager will buy/sell based on the universe.  As a result, the investments are not in fossil fuel industries or other controversial industries.  In addition, avoid investing in companies with negative incidents so we do not support this activity.

債券 - 社債(金融)

Within our Fossil Free externally managed fixed income funds, we have a process for Fixed Income - Corporate (financial).  We provide the external manager with a universe of eligible investments based on our sustainable criteria.  The manager will buy/sell based on the universe.  As a result, we will avoid investing in companies with negative incidents so we do not support this activity.

債券 - 証券化商品

Within our Fossil Free externally managed fixed income funds, we have a process for Fixed Income - Securitised.  We provide the external manager with a universe of eligible investments based on our sustainable criteria.  The manager will buy/sell based on the universe.  As a result, the investments are not in fossil fuel industries or other controversial industries.  In addition, avoid investing in companies with negative incidents so we do not support this activity.

17.2. 補足情報 [任意]


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