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Railways Pension Trustee Company Limited

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。








08.2. 補足情報 [任意]

The investment analysis for every active equity portfolio constituent involves an assessment of the most material ESG factors.

LEI 09. Processes to ensure integration is based on robust analysis

09.1. ESG統合が徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

For the active fundamental portfolio, ESG considerations are considered ex-ante before selection of the constituents of the portfolio. An assessment of potentially material ESG factors is carried out by a member of the Sustainable Ownership team, and discussed with the portfolio managers to highlight any potential ESG risks or opportunities. As part of the review, we also identify potential areas of concern and topics for engagement.

For companies in the fund, ESG considerations are also considered on an ongoing basis. We aim to engage with companies in this portfolio annually, and all engagement notes are shared with the portfolio managers, who also attend engagement meetings that focus on ESG. We regularly update our ESG research notes to reflect our engagement and voting.

For the other portfolios, we work closely with the portfolio manager to prioritise company engagement activity and share engagement notes after the event as appropriate. We hold regular meetings with the Chief Investment Officer and Head of Public Markets updating them on our active ownership activities, including engagement and proxy voting.

LEI 10. Aspects of analysis ESG information is integrated into (Private)