This report shows public data only. Is this your organisation? If so, login here to view your full report.

SEI Investments Company

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

指名

SAM 04. Appointment processes (listed equity/fixed income)

04.1. あなたの組織では、ほとんどのケースで、また、商品の仕組みが許す限り、運用会社の選定および・もしくは約定の一環として以下の項目のいずれかを行っているかどうかを明示してください。

04.2. 運用会社の指名において通常盛り込んでいる、ベンチマーク、目標、インセンティブ/コントロールおよび報告要件の事例を資産クラス別に記載してください。

資産クラス

ベンチマーク

          For custom client mandates where appropriate, we may use ESG benchmarks such as the MSCI KLD 400.
        

ESG目標

          For custom client mandates we may implement ESG strategies such as a positive tilt towards best-in-class firms.
        
          For custom client mandates we may screen out certain industries such as tobacco or firearms, or reduce exposure to bottom-performers based on selected ESG factors. We have multiple mutual funds that implement restrictions based on responsible investing principles.
        
          We have custom client mandates with ESG integration alongside traditional active manager security selection. We have integrated ESG ratings as a factor in our Global Factor Allocation model.
        
          We leverage third-party engagement services to support active engagement on ESG issues in our European fund complex.
        
          We leverage third-party proxy voting services that conduct ESG research in their voting process. We also make ESG voting policies available to clients.
        
          We encourage managers to sign on to the UN Principles for Responsible Investment and review their transparency and assessment reports.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          We use standard fixed income benchmarks such as the Bloomberg Barclays US Aggregate Bond Index
        

ESG目標

          For custom client mandates we may implement ESG strategies that provide exposure to certain sustainability themes or geographies that meet a client's sustainability objectives.
        
          For custom client mandates we may screen out certain activities or regions, or reduce exposure to bottom-performers based on selected ESG factors.
        
          We have custom client mandates with ESG integration alongside traditional active manager security selection.
        
          We encourage managers to sign on to the UN Principles for Responsible Investment and review their transparency and assessment reports.
        

インセンティブおよびコントロール

報告要件

04.3. 報告要件のいずれかが満たされない場合に、組織では、以下に記載するどの措置を講じることになるのかを示してください。

04.4. 組織が設定している外部運用会社の指名プロセスに関連する追加情報を記載してください。 [任意]

          
        

Top