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Insurance Australia Group (IAG)

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


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。


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。

 IAG considers environment, social, and corporate governance (ESG) issues when constructing its investment strategy and guidelines. The investment principles are considered (and balanced) against investment and strategies collectively, with a view to aligning to, and supporting the delivery of IAG's purpose.

IAG is committed to minimize the negative impacts of its business and pursue continuous improvement in its social and environmental performance. IAG does this by managing its direct and indirect impacts, exploring and pursuing opportunities to improve performance in its value chain and sphere of influence. This includes IAG’s procurement, supply chain, investments, partnerships and interactions with customers, as well as through IAG’s engagement with government and civil society.

IAG’s strategic commitments to climate change are set out in its Climate Action Plan, one focus area is  Invest Responsibly which outlines how IAG invests responsibly to address climate impacts through three objectives:

  • Shift investments to companies that have a lower exposure to climate-related risks or a forward-looking strategy to manage these risks.
  • Actively support action on climate change and a net-zero future.
  • Measure carbon intensity and include climate related risks in the (ESG) risk management of our investments.


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]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


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。


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。


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。

03.2. 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について説明してください。

Investment activity complies with IAG Group policies, regulatory requirements, fiduciary and contractual obligations, and industry membership obligations.

1. IAG Group requirements
 IAG Capital Markets  is required to ensure that its policies and/or procedures proactively identify areas in which a COI may arise within the Business Unit. Employees must report all suspected conflicts of interest on the Conflicts of Interest Register on the intranet and to their immediate manager.

2. Regulatory requirements
As an Australian Financial Services Licence (AFSL) holder, IAG Asset Management is required to comply with ASIC Regulatory Guide 181 Licensing: Managing Conflicts of Interest.

3. IAG Asset Management's fiduciary obligations as Trustee of the IAG Asset Management Wholesale Trusts
These include obligations set out in the Trust Deeds and common law principles.

03.3. 補足情報 [任意]

As a general insurance company, IAG does not manage money on behalf of external clients.

SG 04. Identifying incidents occurring within portfolios (Private)