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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。




          Idinvest Partners' shares its sector exclusions and normative exclusions policy as set in its C-IR policy
          Idinvest Partners' informs GPs of its commitments (PRI, iC International) and encourages them to join these initiatives
          Idinvest informs the GPs of its commitment to climate as an iC International signatory, and engages the GP to contribute to this commitment; also engages GPs to take into account the principles of corporate governance published by the UN Global Compact



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]

          During the appointment processes of external managers, Idinvest Partners deploys relevant initiatives to ensure the adoption of a responsible investment approach throughout its Funds of funds and Mandates activities. Namely, Idinvest:  
• Communicates its ESG policy (including exclusion) to GPs 
• Requires the GP to provide a report on ESG matters on a yearly basis through the firm’s ESG questionnaire   
• Encourages the GP to adopt a responsible investment approach and if possible, to become a PRI signatory 
A standard clause relating to responsible investment is included in side-letters concluded during the appointment processes. Its aim is to communicate Idinvest Partners’ commitments towards responsible and the firm’s expectations relating to reporting and climate-change risk management.