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Simon Fraser University

PRI reporting framework 2020

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

成果および結果

SAM 08. Percentage of externally managed assets managed by PRI signatories

08.1. 組織では、RIに関するベストプラクティスが保有資産の運用に確実に適用されるようどのようにして万全を図っているその内容を説明してください

方策

          share with managers SFU's commitment to reduce the carbon footprint of the public equity portfolio by 45% by 2025
encourage managers to adopt climate/low carbon economy initiatives such as Climate Action 100+ 
encourage managers to avoid tobacco holdings
encourage managers to reduce fossil fuel exposure and increase clean energy exposure
        

方策

          during portfolio re-balancing we will include consideration for managers with lower carbon footprint and or other considerations such as tobacco holdings or clean energy exposure
        

08.2. 補足情報 [任意]


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. 報告年度において、運用会社の選定、指名やモニタリングプロセスの過程で、ESG問題がどのように対処されているかを示す事例を挙げてください。

トピックまたは問題
          Climate Action 100+
        
実行者
資産クラス
対象範囲およびプロセス

we questioned the four public equity and fixed income managers that are not (five have signed on) currently Climate Action 100+ signatories as to their intentions

結果

most are considering it, others have signed on to other equivalent initatives

トピックまたは問題
          carbon neutral 2050
        
実行者
資産クラス
対象範囲およびプロセス

a portfolio company listed on Carbon Underground 200 commits to be carbon neutral by 2050, we question fund manager as to the strategy

結果

file://ais-fs1.sfu.ca/home/users/jdpierce/documents/UN%20PRI/Carbon%20Neutralization%20for%20Teck%20Resource%20(1).pdf

トピックまたは問題
          carbon underground 200
        
実行者
資産クラス
対象範囲およびプロセス

we determined the University exposure to the carbon underground 200 list by asset class and manager

結果

SFU has exposure to 12 companies representing 2% of investments

トピックまたは問題
          proxy voting
        
実行者
資産クラス
対象範囲およびプロセス

SHARE questioned US equity manager's voting process as they always vote with management

結果


The manager clarified its voting process; A key part of our investment style is to consider management as one of the most important factors when evaluating whether to hold the stock of a publicly traded company.  As such, having satisfied ourselves of the integrity and competence of management, we vote with management on routine matters (e.g. approving the appointment of auditors), and generally, also on non-routine matters.
 

09.2. 補足情報 [任意]


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