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PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators


OO 10. Active ownership practices for listed assets

10.1. 報告年度において組織が実施した積極的な保有活動(アクティブ・オーナーシップ)を選択してください。

債券 - 社債(非金融) – エンゲージメント

OO 11. ESG incorporation practices for all assets

11.1. 投資決定や積極的な保有の実務に(報告年度中に)ESGの組み入れを行った組織内で運用される資産クラスを以下から選択してください。

債券 - 社債(非金融)





11.4. 投資マネジャーの選定、任命、モニタリングプロセスに、投資に関する考慮事項がどのように含まれているかを簡単に説明してください。

The Group externally managed asset class expertise is provided by Idinvest who has proactively defined a responsible investment approach covering the selection, investment and monitoring of investment managers.

At investment, every new fund is assessed through an ESG assessment grid to understand the level of ESG integration at the GP and the investments to be made by the fund. ESG assessments are included in the investment memorandum and discussed at Investment Committees.

During the holding period, Idinvest Partners monitors the ESG performance of investment managers. In 2019, Idinvest Partners sent out its annual ESG survey to 49 asset management companies and obtained a 100% answer rate. The ESG questionnaire is regularly updated to incorporate French and international trends aiming at facilitating dialogue between GPs and LPs (as per PRI and France Invest's recommendations). Since 2018, Idinvest worked[MB3]  together with 3 leading French GPs (Bpifrance, Swen Capital and CDC) to produce a harmonised ESG annual reporting questionnaire to GPs.

Following the reporting exercise, the results are consolidated and publicly disclosed within the firm's annual Sustainability and Impact report. In addition and upon request, Idinvest Partners provides to the GP an ESG dashboard relative to its peers.

OO 12. Modules and sections required to complete

12.1. 自主的な報告を希望される場合には、該当するするモジュールやセクションを以下のリストから選択して下さい。組織のAUMの10%以上を占める資産クラスについてのみ報告が義務付けられています。



自己運用 – 債券

自己運用 - 専用のモジュールがあるその他の資産クラス


委託 - 組織外の運用会社の選定、指名、モニタリング


12.2. 補足情報 [任意]