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BT Funds Management (NZ) Limited

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

現金

  • Screening through an exclusion list is incorporate across all cash accounts.
  • Integration is utilised for all cash accounts to varying degrees. In general, smaller corporate non-rated entities are more intensely scrutinised than are larger, well known public/listed entities and registered banks. The logic being larger public/listed entities come under broader public/investor scrutiny and the latter under Reserve Bank of New Zealand supervision. However, BTNZ do acknowledge that there are from time to time exceptions which require indepth analysis.
短期金融市場商品​
  • Screening through an exclusion list is incorporate across all money market instruments.
  • Integration is utilised for all money market instruments to varying degrees. In general, smaller corporate non-rated entities are more intensely scrutinised than are larger, well known public/listed entities and registered banks. The logic being larger public/listed entities come under broader public/investor scrutiny and the latter under Reserve Bank of New Zealand supervision. However, BTNZ do acknowledge that there are from time to time exceptions which require indepth analysis.
  • Company raw data primarily comes from company reporting, presentations, media and market sources (such as Bloomberg and sell-side research). BTNZ also subscribes to Sustainalytics database for company analysis and ratings. 
  • The focus has traditionally been dominated by issuer governance factors, however the urgency to address climate change and sustainability factors has heightened the importance of integrating a fuller ESG approach into BTNZ's analysis.
  • An overview of ESG factors is incorporated in the issuer research note prepared by BTNZ. An ESG rating is assigned.

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

ヘッジファンド・デューデリジェンス質問​

責任投資原則のヘッジファンド・デューデリジェンス質問に回答したかどうか示してください。

ファンドオブヘッジファンズ
  • Within our hedge fund allocation we continue to work with the external managers to include ESG factors into their investment decision making process and encourage external reporting, including their engagement with the investee companies. We also expect our managers with direct equity/ fixed interest holdings to adhere to our exclusions framework.

その他 (1) [OO 05から抽出]

  • Within our alternative risk premia allocation we continue to work with the external managers to include ESG factors into their investment decision making process and encourage external reporting, including their engagement with the investee companies. We also expect our managers with direct equity/ fixed interest holdings to adhere to our exclusions framework.

17.2. 補足情報 [任意]


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