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Osmosis Investment Management

PRI reporting framework 2020

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 。 While Osmosis' Model of Resource Efficiency is developed to assess companies only on their current resource use, including carbon emissions, water consumption and waste generation, We also perform analysis using scenario analysis tools like SBTi and TPI to assess the level of climate ambition in our portfolios.

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

          Osmosis stock selection is entirely based on the output of the Model of resource Efficiency. Please refer to 13.3 for details.
        

13.3. 補足情報 [任意]

The Osmosis model of resource efficiency (MoRE) is a multi-factor systematic process which assimilates objective environmental-based factors of resource intensity with a market-based factor of economic value to produce a robust investment portfolio of sustainable resource efficient businesses.

Stock selection is systematic and based on three resource intensity factors:

• Energy; by measuring the observed and reported level of absolute greenhouse gas emissions from fossil fuel combustion, industrial processes and other sources owned or controlled by a company;

• Water; by calculating the cost of water used in the production process of a company purchased directly for operations or abstracted for use from local supply;

• Waste; by calculating the total costs generated from the disposal of waste in normal company operations, classified as landfill, incineration or recycling and including nuclear waste.


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

While Osmosis' Model of Resource Efficiency is developed to asses companies only on their current resource use, including carbon emissions, water consumption and waste generation, we have performed analysis using scenario analysis tools like SBTi and TPI to assess the level of climate ambition in our portfolios. These tools are created using climate scenarios from the International Energy Agency (IEA, the 2 Degree Scenario) and the Intergovernmnetal Panel on Climate Change (IPCC, RCP2.6). This analysis is used as an input into our active ownership engagement strategy.

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。

The Osmosis Model of Resource Efficiency seeks to identify those companies that are creating more with less and who will lead a just transition to a more sustainable future. The model encourages an all economy approach which aims to facilitate mainstream adoption of sustainable investment principles.  This is not limited to our investment time horizon. 

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

14.1. 一部の投資リスクと機会は長期トレンドの結果として発生します。貴社では、以下のどの項目について考慮するか明示してください。

14.2. 気候に関するリスクと機会に対応して組織で実施されている活動を選択してください。

低炭素関連および気候変動に強いポートフォリオ、ファンド、戦略または資産クラスに投資されている運用資産(AUM)を明示してください

Total AUM
10億 100万
Currency
Assets in USD
10億 100万

使用された枠組みまたは分類法を明示してください

100% of the firm's assets are managed under the Model of Resource Efficiency.

具体的に記入してください

          Osmosis integrates water ﹠ waste into the resource efficiency metric alongside energy usage (CO2e).
        

14.3. 次のツールの中から気候関連リスクと機会の管理に組織が用いているものを選択してください。

その他(具体的に記入してください)

          Osmosis  additionally integrates  water & waste disclosures into the resource efficiency metric alongside energy usage (CO2e)
        

14.5. 補足情報 [任意]


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
カーボンフットプリント(スコープ1と2)
          Osmosis calculates the portfolio environmental footprint and uses it as a key metric to define the success of the portfolio.
        
          tCO2e; m3 water consumption; t waste generation
        
          The portfolio footprints are calculated using an ownership approach, based on Osmosis proprietary database.
        
ポートフォリオのカーボンフットプリント
          Osmosis calculates the portfolio environmental footprint and uses it as a key metric to define the success of the portfolio. These footprints are communicated quarterly to our clients.
        
          tCO2e/million $ revenue; m3 water/million $ revenue, tonnes of waste/million $ revenue
        
          The portfolio footprints are calculated using an ownership approach, based on Osmosis proprietary database.
        
総炭素排出量
          Osmosis calculates the portfolio environmental footprint and uses it as a key metric to define the success of the portfolio.
        
          tCO2e; m3 water consumption; t waste generation
        
          The portfolio footprints are calculated using an ownership approach, based on Osmosis proprietary database.
        
炭素濃度
          Osmosis calculates the portfolio environmental footprint and uses it as a key metric to define the success of the portfolio.
        
          tCO2e/million $ revenue; m3 water/million $ revenue, tonnes of waste/million $ revenue
        
          The portfolio footprints are calculated using an ownership approach, based on Osmosis proprietary database.
        
その他の排出量指標
          
        
          
        
          
        

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。

The Osmosis Model of Resource Efficiency seeks to identify those companies that are creating more with less and who will lead a just transition to a more sustainable future. The model encourages an all economy approach which aims to facilitate mainstream adoption of sustainable investment principles. While our model does not originate from a risk management approach, but rather from a believe that efficient comapnies will outperform their innefficient peers, putting key environmental data at the heart of our investment process has benefits for transition and physical climate-related risks and opportunities. This is not limited to our investment time horizon. 

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。

Osmosis engages with companies both in and outside of its portfolios to encourage them to disclose extensive environmental information in their annual reports. Osmosis recognizes that the TCFD is one of the most advanced way of incorporating environmental data into mainstream reporting, however, acknowledges that companies can incorporate data in other ways as well.


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

15.1. 貴社にて、特定の環境および社会をテーマとする分野に基づいてファンドに資産を配分したり、ファンドを運用しているかどうかについて明示してください。

15.2. 環境および社会をテーマとする分野に投資された合計運用資産(AUM)の割合を明示してください。

100 %

15.3. 貴社が投資しているテーマ分野を明示のうえ、AUMに対する特定の資産クラスの割合を記載し、その内容を簡潔に説明してください。

分野

投資している資産クラス

100 % (AUMの)

簡潔な説明および投資尺度

The Model of resource efficiency and all of our portfolios target those companies who utilise less energy ( carbon ) water and produce less waste than their same sector peers per unit of revenue created.

投資している資産クラス

100 % (AUMの)

簡潔な説明および投資尺度

The Model of resource efficiency and all of our portfolios target those companies who utilise less energy ( carbon ) water and produce less waste than their same sector peers per unit of revenue created.

          The Model of resource efficiency and all of our portfolios target those companies who utilise less energy ( carbon ) water and produce less waste
        

投資している資産クラス

97 % (AUMの)
03 % (AUMの)

簡潔な説明および投資尺度

Osmosis Investment Management believes its unique sustainable investment approach places it at the forefront of stewardship in the context of governance and responsibility towards efficient use of resources.  Through the allocation of capital that has been entrusted to it, Osmosis is proactively directing capital to companies which are more resource efficient than their sector peers. We believe that efficient use of resources within a company demonstrates good corporate governance and is key to helping these companies maximise returns over time. Through this approach, we believe we will maintain, enhance and protect value to clients over the longer term.  Those companies which our model selects for investment display additional characteristics which investors deem attractive, as such resource efficiency can be viewed as a proxy for quality.

15.4. 含めたい補足情報があれば、添付してください。 [任意] 



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