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Eurizon Capital SGR

PRI reporting framework 2020

Export Public Responses

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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。

上場株式 – エンゲージメント

上場株式 – 議決権行使

債券SSA – エンゲージメント


          Engaging with governments and/or governmental agencies is extremely difficult to pursue in order to achieve concrete goals and comparisons among issuers. Mild engagement practices take place when meeting supranational issuers of green bonds.

債券 - 社債(金融) – エンゲージメント

債券 - 社債(非金融) – エンゲージメント

債券 - 社債(証券化) – 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 – SSA

債券 - 社債(金融)

債券 - 社債(非金融)

債券 - 証券化商品






債券 – SSA


債券 – 社債 (金融)


債券 – 社債 (非金融)




11.3b. 組織外で運用する資産について、組織がESG要因を投資決定に組み込まない場合は、その理由を説明してください。

In monitoring ESG integration within third-parties mutual funds, Eurizon considers ESG information, and it is strongly recommended to consider ESG information, although at present it is not binding. ESG integration is constantly evolving and the team of analysts monitors industry developments.


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。

In our due diligence process on third party funds we are committed to understand how ESG is considered by our managers.

In order to understand how counterparties deal with non-financial data since the end of 2018, we have started to submit a questionnaire both at fund house level and at fund manager level:

Fund Managers: in order to understand how these data can be important for the investment process and how restrictive they are with respect to their investment  universe;

Fund Houses: in order to understand how important Responsible Investing is for the Fund House (dedicated resources, reporting lines,

sharing platforms, external data providers utilized vs internal analyses) and to understand their capabilities and deepness of the analysis.

All counterparties in Eurizon (Mutual Funds) Buy List are required to update this questionnaire every 2 years (last questionnaire request by end 2019).

In monitoring ESG integration, we seek both qualitative and quantitative evidence of application: Eurizon utilizes Morningstar data in order to gauge, ex-post, portfolio positioning in terms of ESG variables.

All the comprehensive information is required in order to be aware of the degree of integration of non financial data in the investment process;

for any new fund to be approved in Eurizon Buy List we consider ESG information, and it is strongly recommended to consider ESG information, although at present it is not binding.

ESG integration is constantly evolving and the team of analysts monitor industry developments.

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 - 上場株式の組入れ

自己運用 - 上場株式の積極的な保有

自己運用 – 債券


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]