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Union Mutualiste Retraite

PRI reporting framework 2020

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


SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)

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。

          Private Debt Fund

During the year, UMR investment team has met a Tier 1 asset manager in order to have a presentation about its private debt fund. The presentation did not mention ESG and answers given in the DDQ were judged too weak since the company was just starting implementing extra financial analysis.


Since the asset manager has been judged too weak on ESG criteria, UMR investment team has decided not to invest in the fund but keep that manager in its watchlist. The decision could be reviewed in the future if the company demonstrates a real improvement on those aspects.

09.2. 補足情報 [任意]