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Panarchy Partners

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

ゲートウェイ資産クラス実施指標

OO 10. Active ownership practices for listed assets

10.1. 報告年度において組織が実施した積極的な保有活動(アクティブ・オーナーシップ)を選択してください。

上場株式 – エンゲージメント

上場株式 – 議決権行使


OO 11. ESG incorporation practices for all assets

11.1. 投資決定や積極的な保有の実務に(報告年度中に)ESGの組み入れを行った組織内で運用される資産クラスを以下から選択してください。

上場株式


OO 12. Modules and sections required to complete

12.1. 自主的な報告を希望される場合には、該当するするモジュールやセクションを以下のリストから選択して下さい。組織のAUMの10%以上を占める資産クラスについてのみ報告が義務付けられています。

中核的なモジュール

直接またはサービスプロバイダーを経由したRI実施

自己運用 - 上場株式の組入れ

自己運用 - 上場株式の積極的な保有

終了モジュール

12.2. 補足情報 [任意]

Panarchy Partner's investment philosophy takes inspiration from its name. Panarchy is outlined as a scientific concept that explains the interaction between humans, human-created systems, and the environment. It is a concept most commonly used by ecologists and ecosystem experts who study human-environment interaction. In such interactions, resilience and flexibility are sub-concepts that are key for ecosystems to thrive. Drawing from that, Panarchy upends the traditional investment process by flipping sustainability integration as the first step of investment research, followed by financial analysis at the end. Panarchy's process focuses equally on the 4 forms of capital right from the start, and hence it is completely sustainability-led.

As an organization, Panarchy has conducted its own materiality assessment and stakeholder engagement in its first year of operations in 2018. Following from this, we have also initiated our own sustainability strategy and plan to publish our first sustainability report by end 2019.

We start from a universe of roughly 10,000 companies in which we apply the following two filters: i) market cap of US 1.5 billion, and ii) daily liquidity of US 2 million. From this filter, we come down to the list of roughly 2,200 companies. The second step is to filter by a comprehensive governance analysis which looks at issues for example board tenure and independence. From here, the list comes down to about 400 companies where we deep dive to see which companies have done i) stakeholder engagement, ii) at least 3 years of sustainability reporting, and iii) and if they're reporting is compliant with the Global Reporting Standards (GRI) which is the most commonly used international reporting framework for sustainability reporting. We further do a country and sector de-risking in this phase and come down to roughly 90-95 companies. These 95 companies then go through our resiliency framework where we score each company on a scale of 20, and we look at material issues, targets on these issues, and delivery of these targets across the 4 forms of capital, along with innovation and flexibility. From this list of 95 companies, we narrow down to 25 to 35 companies based on their financial return prospects and valuations. We conduct a detailed resiliency analysis of our portfolio companies by looking back in time, i.e. doing the analysis over 3 time periods. The objective here is to see a company define its own sustainability journey and how they then progress over time.  


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