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Insurance Australia Group (IAG)

PRI reporting framework 2020

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


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。




          IAG  may exclude or limit investment in a particular company or group of companies. Where relevant these exclusions or limitations will be included in relevant investment management mandates. These circumstances may include:
• ESG risks to the company that are not, or cannot be, appropriately or adequately reflected in the risk-adjusted return
• The investment being inappropriate to the extent that it may have a negative impact on IAG’s reputation
• The investment/issuer failing to recognise or strategically address ESG risks
          IAG has mandated climate related restrictions or targets in relation to external investment mandate for equities, global convertible bonds and bank loans.
          IAG engages with external managers annually to discuss portfolio holdings identified with higher ESG risks, i.e. how ESG risk is considered and what engagement measures have been undertaken with these companies with a view to encouraging mitigation of ESG risks?
          IAG will review the external investment manager’s policy on proxy voting and use of proxy votes as part of the initial due diligence and ongoing monitoring of the external investment manager. Where appropriate investment mandates specify proxy voting reporting requirements.
          IAG has implemented a shift investments to companies that have a lower exposure to climate-related risks or a forward-looking strategy to manage these risks across its listed equity portfolios and convertible bonds portfolio.
For further details refer to IAG Climate related financial disclosure for 2019 and IAG Climate Action Plan
          IAG Asset Management’s Guidelines for Investment Manager Due Diligence and Implementation and Responsible Investment Policy outline the overall requirements for the appointment, due diligence  and ongoing monitoring of external investment managers.



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]