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Osmosis Investment Management

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

Osmosis systematically identifies relative resource efficiency amongst global large caps. Resource efficiency is defined as the amount of energy consumed, water consumed and waste created in order to generate economic value. Osmosis conducts such analysis across all economic sectors excluding the financial sector. Depending on the strategy, companies that do not disclose environmental metrics will not be included in the portfolio construction universe.

スクリーニング実行者

説明

Osmosis systematically identifies relative resource efficiency amongst global large caps. Resource efficiency is defined as the amount of energy consumed, water consumed and waste created in order to generate economic value. Osmosis conducts such analysis across all economic sectors excluding the financial sector. Depending on the strategy, companies with the best resource efficiency scores within their respective sectors will be selected for inclusion in the investment portfolio.

スクリーニング実行者

説明

Our strategies contribute to several of the UN Sustainable Development Goals, directly and indirectly :
▪ Goal 6: Supporting those companies that avoid wasting water and use water most efficiently
▪ Goal 7: Renewable energy is a key contributor to resource efficiency
▪ Goal 9: Technological progress and innovation is at the basis of resource efficiency
▪ Goal 12: Resource efficiency is about sustainable production, doing more and better with less, this will increase 
competitiveness 
▪ Goal 13: We identify those companies that are leading in their sector on taking action to reduce their carbon footprint
▪ Goal 15: Careful management of less energy, less water and less waste is a key feature of a sustainable future

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

Osmosis updates the Model of Resource Efficiency database on a monthly basis so that any corporate disclosures are continuously updated. Due to the systematic rules of the MoRE investment process, investors are not updated, but depending on the strategy, such resource efficiency score will determine on inclusion/exclusion or relative weight in the strategy. Clients may see the relative improvement of the portfolios optically through an in-house resource efficiency metric which graphically evidences the relative resource efficiency score of a portfolio to the respective benchmarks.


LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニング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選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査する頻度を示してください。

05.5. 補足情報 [任意]


LEI 06. Processes to ensure fund criteria are not breached

06.1. ファンドの基準に違反がないことを確認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。

06.2. ファンドのスクリーニング基準に対する違反が判明した場合、これらの違反を是正するために従うプロセスを説明してください。

Osmosis selects companies based on their relative resource efficiency. Osmosis  process will not breach limits due to the systematic process which drives the model and subsequent portfolio constituent selection.

06.3. 補足情報 [任意]


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