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United Nations Joint Staff Pension Fund

PRI reporting framework 2020

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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

Tobacco, thermal coal, and armament restrictions. 

OIM has developed a Thermal Coal Divestment Strategy that will be implemented this year and will stay in effect going forward. As per the strategy, the fund will not be investing in companies deriving more than 10% of their revenues from the mining of thermal coal.

 

スクリーニング実行者

説明

OIM has developed an internal methodology to enable both positive as well as negative screenings of securities. We have developed dashboards for all the equity teams on which the teams can monitor various ESG as well as fundamental metrics together corresponding to each of the securities in their relevant benchmarks/ portfolios. These dashboards allow the teams to screen securities based on both ESG and fundamental factors. The ESG metrics being provided are sourced from the best in class ESG data providers such as MSCI ESG, RepRisk, Bloomberg, SASB, Entelligent, Arabesque, ISS Proxy Voting.

OIM is not only holistically integrating ESG analysis into current process, but has also applied complete system metrics to the past eights years on the active equity portfolio thereby constructing a history from which the Fund can measure its progress retroactively against itself and peers.

スクリーニング実行者

説明

OIM examines social, environmental, governance, and ethical issues on a case-by-case basis, taking special regard for the effects proposed actions will have on the corporation’s long-term value, costs and the financial well being of beneficiaries.  Risks to the company’s short-and/or long-term value arising from social, environmental, governance and/or ethical issues should be identified and assessed and companies should institute policies and procedures aimed at mitigating the risks associated with these issues.

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。

The screening criteria is ultimately decided upon by the Representative of the Secretary-General for the Investments of the UNJSPF in consultation with the Fund's Investments Committee and Office of Investment Management staff.


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。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

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]

The United Nations Joint Staff Pension Fund holistically integrates ESG into the entire lifecycle of the internal equity investment process. Honoring the Fund’s commitment to PRI, UNEP FI, and UNGC, as outlined in the IPS, the OIM considers ESG as standard due diligence risk exercise within the overall investment process, including risk monitoring, universe selection and stock selection.


LEI 06. Processes to ensure fund criteria are not breached (Private)


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