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Renaissance Property Securities Pty Ltd

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

Renaissance Property Securities investment principles are founded on our belief that each property security has an underlying value and that securities become mispriced relative to this value and relative to each other due to irrational market behaviour including excessive optimism or pessimism towards individual securities or sub-sectors of the property market. Our strategy is to exploit such market inefficiencies by employing and active, value based investment style. Our approach is bottom up investment research into individual securities with a focus on forecasting future income generation potential of each security. Our aim is to outperform our benchmark over rolling 3 to 5 year periods.

ESG factors that we consider to be relevant to property securities are considered alongside financial measures in order to develop a complete view of the risk/return characteristics of each security. The ESG issues most relevant to property securities depend on the asset type, location, life cycle phase, corporate structure, and other individual company characteristics.

Our clients are wholesale institutional clients and have entrusted us to integrate into our investment process those ESG considerations that we consider to be relevant for the property securities market.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

The key elements of our investment policy are summarised in SG 01.4 above. Our ESG policy contains this summary and also states that our responsible investment approach is one of engagement, voting and stewardship. We regularly engage directly with management of companies we invest in on behalf of our clients. We aim to vote on all resolutions offered for vote by companies and our votes are always cast in the best interests of our clients. Finally, we recognise, support and promote best practice on ESG issues that we see as pertinent to the property securities market. Our particular areas of interest are listed in our ESG Policy and are as follows:

  1. Corporate governance associated with property trusts and companies.
  2. Energy efficiency of buildings and building activity (eg. capital expenditure, energy performance ratings).
  3. ESG disclosure for smaller property companies.

01.6. 補足情報 [任意]

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

02.3. 補足情報 [任意]

We have a single comprehensive ESG policy which also includes our enagement policy as well as incorporation and active management approaches.


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

Our Conflicts Management Policy provides guidelines on how to identify when conflicts of interest arise. It lists procedures and guidelines to be followed should conflicts of interest be identified. It specifies how conflicts of interest are to be either avoided or controlled. It also stipulates when disclosure to clients is to be made in relation to a conflict of interest, what form that disclosure must take and the timing of the disclosure.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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