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de Pury Pictet Turrettini & Cie

PRI reporting framework 2020

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You are in Strategy and Governance » ESG issues in asset allocation

資産配分におけるESG問題

SG 13. ESG issues in strategic asset allocation

13.1. 貴社組織がシナリオ分析および/またはモデリングを実施するか記述してください。実施する場合、 シナリオ分析について説明してください(資産クラス別、セクター別、戦略的資産配分等)。

25語以内で説明してください 。 We select 1 to 3 out of 9 ESG material topics for all companies we engaged with. The final decision as to the maximum three most material topics is made by the portfolio manager, considering the company’s business model and its development strategy.
25語以内で説明してください 。 We select 1 to 3 out of 9 ESG material topics for all companies we engaged with. The final decision as to the maximum three most material topics is made by the portfolio manager, considering the company’s business model and its development strategy.

13.2. 組織が戦略的な資産配分やセクターまたは地理的な市場間での資産の配分においてESG問題を考慮しているかどうかを記載してください。

以下を行っている

13.3. 補足情報 [任意]

Values Based Investing at PPT integrates ESG Impact together with traditional Risk and Performance considerations. 


SG 13 CC.

13.4 CC. 貴社組織が気候関連のリスクおよび機会を管理するためにどのようにシナリオ分析を利用しているかについて(分析がどのように解釈されているか、その結果、将来の計画等)、記述してください。

500語以内で自由に記載

The engagement process is a robust, comprehensive methodology designed to assess and benchmark a company’s preparedness to address its most material sustainability topics. Preparedness is assessed according to five criteria that draw heavily on the UN Guiding Principles, particularly the operational principles of policy commitment and human-rights due diligence. The five criteria are: materiality; commitment and strategy; objectives and actions; indicators and monitoring; and achievements. These criteria are used to identify gaps in the company’s preparedness to address its most material issues.

500語以内で自由に記載

An assessment summary report is sent to each company’s highest executive and operational bodies. It aims to redirect their attention to their company’s strengths and weaknesses and not on abstract scores or ratings. We focus on the main sustainability gaps and improvement suggestions that we want to address directly with the company. The assessment report thus stimulates key company representatives to participate in a constructive dialogue with the engagement team and the portfolio managers.

500語以内で自由に記載

At meetings with the companies, we insist on including representatives of both the investor relations and corporate social responsibility departments. By providing pragmatic help and advice and emphasizing the business case for sustainability, we first encourage the companies to better integrate their most material topics into their strategy and operations. 
 
Our assessment and through gap analysis give credibility to our recommendations, which are specific, tangible and easily implemented. According to the companies’ feedback, we are the only asset manager to conduct meetings that bring together the financial expertise of the portfolio managers and the sustainability expertise offered by the senior consultants of our external engagement team from BHP – Brugger & Partners.

13.5 CC. この分析をだれが利用するか記述してください。

13.6 CC. 貴社組織がその投資戦略について、投資期間を超えて、気候関連リスクの影響を評価しているか記述してください。

500語以内で自由に記載してください。

It is the purpose of our Buy&Care investment strategy

13.7 CC. 一定の範囲の気候シナリオを利用しているか記述してください。

13.8 CC. 貴社組織が用いる気候シナリオについて記述してください。

提供者
使用するシナリオ
IEA
IEA
IEA
IEA
IEA
IRENA
グリーンピース
持続的発展研究所
ブルームバーグ
IPCC
IPCC
IPCC
IPCC
その他
その他
その他

SG 14. Long term investment risks and opportunity (Private)


SG 14 CC.

14.6 CC. 気候に関連するリスクと機会を評価するために使用されるこれらの重要な指標についての詳細を記入してください。

指標の種類
カバレッジ
目的
指標の単位
方法
炭素関連資産へのエクスポージャー
          
        
          
        
          
        

14.8 CC. 気候関連のリスクが全体のリスク管理に組み込まれているかどうか記述してください。また、気候関連リスクを特定、評価、管理するために利用されたリスク管理プロセスについて説明してください。

500語以内で自由に記述。

Bottom-Up integration of all material risks.

In-depth assessment followed by direct engagement on all material topics.

14.9 CC. 貴社組織がTCFD採用を促すアクティブオーナーシップ活動を行うか記述してください。

説明してください。

Engagement for ESG integration is the Cadmos Funds’ overarching goal and their common denomi- nator. All our dialogues and engagement meetings are designed to motivate companies to increase the integration of the key material environmental, social and governance topics into their strategy and communication. We view this true integration of ESG factors into the heart of a company’s strategy and daily operations as the next major objective. To reach it, our engagement goes well beyond simple dialogue with the company’s management. Each year we make clear progress recommendations and provide a thorough analysis of the gaps in the reporting. The companies are often aware of their challenges or ready to consent to certain adjustments, particularly as these are proposed by a loyal investor and come with expert advice.


SG 15. Allocation of assets to environmental and social themed areas (Private)


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