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National Employment Savings Trust (NEST)

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

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:

その他の説明 (1) We have high level guidelines on banking culture and conduct, fair pay and audit.

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。

We believe our members benefit from having an in-house investment team to look after their money. We don't hand over responsibility for the most important investment decisions to another organisation.

We carefully spread our members’ money over diverse investments from around the world using funds from leading fund managers. We select and build relationships with fund managers who take a serious committment and approach to Responsible Investment. 
We believe an important part of growing members’ money is investing it responsibly and sustainably. This means including how the companies and economies we invest in are run, and their impact on people and the planet, in our investment processes.

We have clear investment objectives and beliefs that set out what we want to achieve for members and how we’re going to achieve it. One of those beliefs is that as long-term investors, incorporating environmental, social and governance (ESG) factors is integral to the investment management process which is also part of meeting our fiduciary duties to members.

We aim to be transparent and report back on how we’re doing through things like our fund factsheets and voting reports.

 

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

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

添付ファイル


URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

Other description (1) We have high level guidelines on banking culture and conduct, fair pay and audit.

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。

For the NEST scheme the primary areas where the potential for conflicts to arise are:

Voting and engaging on matters affecting one of our corporate clients or prospective clients using or planning to use NEST to fulfil their automatic enrolment duties

Engaging with UK Government and regulatory bodies on issues relating to the activities and regulation of UK businesses, and our role as an NDPB with financial backing from the UK Government.

Investment in Government securities, such as gilts or infrastructure projects.

In order to manage conflicts NEST has a clearly articulated statement of how it will act as an institutional investor in the form of NEST’s voting and engagement policy. This policy is reviewed every three years, and approval for any changes is strictly the responsibility of NEST’s Investment Committee. Decisions about voting and engagement activity are agreed within the Investment Team. Influence on these activities from other areas of NEST  is not permitted – in particular there is no oversight or input from those parts of NEST with responsibility for client relationships and client acquisition.

The voting and engagement policy and our voting records are published on NEST’s website each quarter.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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