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BT Funds Management (NZ) Limited

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Listed Equity and Fixed Income Strategies

上場株式(LE)および債券(FI)

SAM 01. ESG incorporation strategies

01.1. 以下のESG組み入れ戦略のうち、外部運用会社が組織に代わって上場株式および・もしくは債券資産について導入・実施するよう義務付けているものを明示してください。

アクティブ投資戦略

アクティブ投資戦略
上場株式
債券 - SSA​
債券 - 社債(金融)​
債券 - 社債(非金融) ​
債券 - 証券化​
スクリーニング
テーマ
統合(インテグレーション)
上記のいずれも行っていない

01.2. 補足情報 [任意]

  • Screening of the investment universe is required consistent with BTNZ's exclusions framework (BTNZ provides IMs with a list of restricted securities to screen out, which is updated quarterly).
  • Additionally, we require all IMs to incorporate ESG factors into investment their decision making process. While there is no prescriptive process that fits all IMs, BTNZ relies on the IMs to integrate in a way that best matches their investment style.

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