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MetallRente GmbH

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

MetallRente has a long-standing dedication towards Responsible Investment (RI) and the consideration of ecological, social and good governance criteria (ESG). Since the founding of our multi-employer pension organization in 2001, the commitment, that all assets fully managed on our behalf must take responsible investment principles into account, is included in our memorandum of association.

MetallRente offers a broad range of different pension schemes for employers to choose, including direct insurance, benevolent funds and the MetallRente pension fund. From all our pension plans, assets from two plans invest to varying degrees in the MetallRente.Fondsportfolio, a portfolio of funds exclusively set up for our organization, in which assets are fully managed on our behalf. Hence, our RI and ESG strategy and all policies following our responsible investment approach only apply to the assets in our MetallRente.Fondsportfolio.

The implementation of ESG considerate investment refers to all steps of the asset management process: starting with our strategic asset allocation (SAA), actual investment decisions and portfolio construction up to reports that allow for continuous monitoring and portfolio optimization.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

MetallRente follows internationally acknowledged definitions of ESG criteria. As an example, we consider the standards of the International Labor Organization (ILO) as minimum “social” criterion for our investment decisions.

The basis for our responsible investment approach is the consensus between both our shareholders, IG Metall and Gesamtmetall. This includes that MetallRente is committed to an economical implementation of ESG in our investment, following a positive cost-benefit ratio and avoiding ESG to be a cost driver, which would interfere with the interests of our customers and our founding principles.

Key elements of our responsible investment approach include

1) Company focus, leading to a high equity exposure in our strategic asset allocation as well as in our actual portfolio
2) Negative screening strategy to exclude controversial weapons, e.g. cluster munition
3) Best-in-class screening
4) Norms-based screening, i.e. applying ILO standards to investment decisions
5) Integration Strategy, which means that ESG criteria are an integral part of the investment decision process

01.6. 補足情報 [任意]

          MetallRente has issued an updated ESG policies and strategy paper in 2019, also available on our website in a new section.
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

02.3. 補足情報 [任意]


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.3. 補足情報 [任意]

MetallRente has issued an updated ESG policies and strategy paper in 2019 and will work further to provide more detail i.e. on the management of conflicts of interests. 


SG 04. Identifying incidents occurring within portfolios

04.1. 組織では、投資先企業において発生するインシデントの特定と管理を行うプロセスを設定しているかどうか明示して下さい。

04.2. インシデントを管理するプロセスを説明して下さい

As our asset managers apply standardized analysis and reporting tools to all listed equity, we react to a change of ESG ratings of all companies, we invest in – up to cutting investments into companies, that receive poor(er) ESG ratings than before. 


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