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Pensionfund Metalektro (PME)

PRI reporting framework 2020

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

指名

SAM 04. Appointment processes (listed equity/fixed income)

04.1. あなたの組織では、ほとんどのケースで、また、商品の仕組みが許す限り、運用会社の選定および・もしくは約定の一環として以下の項目のいずれかを行っているかどうかを明示してください。

04.2. 運用会社の指名において通常盛り込んでいる、ベンチマーク、目標、インセンティブ/コントロールおよび報告要件の事例を資産クラス別に記載してください。

資産クラス

ベンチマーク

          Developed Markets equity benchmark is custom build on 5 criteria that are important to PME, considering both what companies produce and how they produce it from a principles-based and a financial perspective.
        

ESG目標

          Developed Markets equity benchmark is custom build on 5 criteria that are important to PME, considering both what companies produce and how they produce it from a principles-based and a financial perspective.
        
          Developed Markets equity benchmark is custom build on 5 criteria that are important to PME, considering both what companies produce and how they produce it from a principles-based and a financial perspective.
        
          Developed Markets equity benchmark is custom build on 5 criteria that are important to PME, considering both what companies produce and how they produce it from a principles-based and a financial perspective.
        
          Being a PRI signatory is required.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Benchmark is customized for exclusions of companies generating a significant part of their revenue with the production of controversial weaponry, fire arms, fur, coal, adult entertainment, tobacco and oil from tar sands.
        

ESG目標

          Companies that are on our exclusion list are not eligible for investment; limit monitoring is in place to ensure these limits are not breached. An example is Hueneng International, which is excluded on basis of engagement-led divestment.
        
          Objective for the manager is to explicitly incorporate ESG risks in active investment decisions; this is monitored and discussed with manager on at least a yearly basis. In our selection and monitoring this is being reviewed in a structured way.
        
          Being a PRI signatory is required.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Return target over an appropriate swap benchmark.
        

ESG目標

          Securitised investments consist of mortgages; manager is expected to research and recognize ESG-topics and integrate where possible. Manager is actively engaged on these topics.
        
          Our approach covers engagement with the manager about how he handles his investments also from an ESG perspective.
        
          NHG, national mortgage organisation standards.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          MSCI and relevant peer group benchmarks
        

ESG目標

          Exclusion policy for investments that do not meet PME's criteria of Global Compact
        
          Objective for the manager is to explicitly incorporate ESG risks and possible improvements in investment decisions; this is monitored and discussed with manager on at least a yearly basis. In our selection and monitoring this is being reviewed in a structured way.
        
          Our approach covers engagement with the manager about how he handles his investments also from an ESG perspective.
        
          Improving reporting, specifically on ESG.
        
          We ask managers to be(come) PRI signatory and promote AIC signatoryship for North American managers.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Benchmark is an absolute % of return vis-a-vis liabilities/ INREV core funds index
        
          GRESB benchmark
        

ESG目標

          Exclusion policy for investments that do not meet PME's criteria of Global Compact. Furthermore, funds need to participate in GRESB.
        
          Objective for the manager is to explicitly incorporate ESG risks and possible improvements in investment decisions; this is monitored and discussed with manager on at least a yearly basis. In our selection and monitoring this is being reviewed in a structured way.
        
          Our approach covers engagement with the manager about how he handles his investments also from an ESG perspective. Furthermore, we specifically engage on three topics: energy transition, affordable housing and circular use of materials.
        
          We share our RI knowledge with other investors and managers.
        
          Target for energy labels of the property
        
          We ask managers to be(come) PRI signatory and request GRESB participation.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Long term absolute % goal
        

ESG目標

          In infrastructure we currently only invest in renewables for new commitments.
        
          Objective for the manager is to explicitly incorporate ESG risks and possible improvements in investment decisions; this is monitored and discussed with manager on at least a yearly basis. In our selection and monitoring this is being reviewed in a structured way.
        
          We ask managers to be(come) PRI signatory/AIC for North American managers.
        

インセンティブおよびコントロール

報告要件

04.3. 報告要件のいずれかが満たされない場合に、組織では、以下に記載するどの措置を講じることになるのかを示してください。

04.4. 組織が設定している外部運用会社の指名プロセスに関連する追加情報を記載してください。 [任意]

          Engagement and voting is managed by our fiduciary manager, not the external managers.
        

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