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BancoPosta Fondi SGR

PRI reporting framework 2020

Organisational Overview

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Communication [SG 19]

Direct - Fixed Income

ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]

Confidence building measures

Confidence building measures [CM1 01 - 07]

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You are in Strategy and Governance » Asset class implementation not reported in other modules

他のモジュールで報告されていない資産クラスの実施

SG 16. ESG issues for internally managed assets not reported in framework

組織内で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス	実施しているプロセスおよび達成した成果または結果
上場株式 – ESGの組み入れ	The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to this specific asset class. Given that the Company adopts passive strategies for listed equities, ESG are incorporated by monitoring the ETF's score.
上場株式 – （委任状による）議決権行使	The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to this specific asset class. By means of vote casting, the Company expresses its considerations on ESG-related issues. For internally managed assets, the Company typically casts its vote either directly (in case of significant shares) or for appointing a delegated spokesperson to represent it.

16.2. 補足情報 [任意]

SG 17. ESG issues for externally managed assets not reported in framework

17.1. 組織外で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス	実施しているプロセスおよび達成した成果または結果
上場株式 – ESGの組み入れ	The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed listed equities. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant.
上場株式 – エンゲージメント	The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed listed equities. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant. BancoPosta Fondi SGR evaluates external managers' engagement guidelines and monitor over the effects of their engagement activities with delegated portfolio companies. When they lack of engagement guidelines, BancoPosta Fondi SGR proposes its own which rely on improving awareness on ESG risks, monitoring ESG profile and casting votes in portfolio companies.
上場株式 – （委任状による）議決権行使	The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed listed equities. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant. According to proxy voting, external managers typically cast their vote following their own Guidelines after BancoPosta Fondi SGR's scrutiny. When externally managed assets are considered significant - according to defined quantitative criteria - BancoPosta Fondi SGR expresses its vote on its behalf.
債券 - SSA	The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed fixed income. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant.
債券 - 社債（金融）	The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed fixed income. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant.
債券 - 社債（非金融）	The content of BancoPosta Fondi SGR's "Responsible Investment Policy", "Guidelines for exercising voting rights and engagement activity" and "Guidelines for investment in Sensitive Sectors" applies also to externally managed fixed income. BancoPosta Fondi SGR informs external managers about its overall RI strategy but they may choose to apply their own - when compliant.

17.2. 補足情報 [任意]

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