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Capital Group

PRI reporting framework 2020

You are in Direct - Listed Equity Active Ownership » Overview

概要

LEA 01. Description of approach to engagement

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. 貴社に(エンゲージメント又は議決権行使を含む)アクティブ・オーナーシップ・ポリシーがあるか示してください。

01.2. 貴社のアクティブ・オーナーシップ・ポリシーを添付し、またはURLを提示してください。

01.3. 貴社のアクティブ・オーナーシップ・ポリシーで取り扱っている内容を示してください。

積極的な保有に対する一般的なアプローチ

エンゲージメント

議決権行使

01.4. 貴社はアクティブ・オーナーシップ活動をサービスプロバイダーにアウトソーシングしていますか。

01.6. 補足情報 [任意]

On-the-ground, globally integrated research is our basis for identifying long-term investment opportunities. We commit substantial resources to global research - our analysts in aggregate make thousands of research visits around the world each year. The strong, long-term relationships our investment professionals develop with a company board and management enable us to maintain an active approach to stewardship of the companies in which we invest on behalf of clients.

Engagement with companies is an essential element of our investment process. Our analysts and portfolio managers engage directly with companies, meeting regularly with senior management and often with other board members such as the company chair. This provides us with access to engage with companies on issues of concern. Where our investment professionals identify an issue relevant to the long-term value of a company, they (where appropriate, with the assistance of our governance or ESG team) will engage with management on that issue. Management's response to our questioning - their understanding of the issue and the steps they take to address it and minimise risks - can provide a useful input in assessing the implications for our investment thesis and view on the quality of management. Management quality, in turn, is a key factor in our decisions regarding investment in a company; as such engagement occurs at all stages of the investment process.

We consider that our primary duty to clients is to act in their best financial interests. We will consider intervening where we think it is likely to achieve a materially better financial outcome for the client. Meeting with company management is part and parcel of our investment process and engagement would be a natural extension of this approach where there are issues of concern to our investment professionals.

Relevant policies are available on our company websites:

https://www.americanfunds.com/individual/policies-faq.html (American Funds)

https://www.capitalgroup.com/intermediaries/gb/en/about/responsible-investing.html (Luxembourg funds) and

https://www.capitalgroup.com/institutions/gb/en/about/responsible-investing.html (Institutional accounts)

 


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