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Jupiter Asset Management

PRI reporting framework 2020

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目的および戦略

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報 [任意]

There are various components to our responsible investment agenda and the setting and review of objectives can be split between an annual and quarterly cycle depending on the consideration.

UK STEWARDSHIP CODE STATEMENT: This is reviewed on an annual basis. The review process entails input from the CIO, GS Team external auditors and then approved by the Board of Jupiter Fund Management plc.

STEWARDSHIP POLICY (Incorporating voting, governance and sustainability): This is reviewed annually by the GS Team and approved by the CIO.

JAPAN STEWARDSHIP CODE: This is reviewed annually by the GS Team, Japan investment strategy and approved by the CIO.

INVESTMENT PERSONNEL OBJECTIVES: These are set on an annual basis with involvement from the CIO, Deputy CIO, HR and fund manager Heads of Strategy. The objectives are also formally reviewed on an annual basis.

COMMITTMENT TO CODES AND RESPONSIBLE INVESTMENT INITIATIVES (e.g. TCFD, IIGCC): These matters are discussed at our Stewardship Committee and where relevant (e.g. climate / TCFD) at  the CSR committee as well.


SG 06. Main goals/objectives this year

06.1. 報告年度に組織として設定している責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標(KPI)

          Expand messaging and insights around stewardship outcomes as a key focus on ESG incorporation.
        

進捗状況

We have engaged an external consultant to provide ESG seminars to investment personnel. The GS Team also provided training sessions to wider staff members across departments. Training has been provided to various strategies and analyst personnel with respect to general ESG integration. We also held specific sessions towards the end of 2019 to inform teams about the 2020 Stewardship Code requirements. The progress achieved was centred on an understanding of best practice but also an appreciation of how we need to communicate outcomes to clients and enhance our record keeping around engagement. ​

主要パフォーマンス指標(KPI)

          Reinforce messaging about collective engagement as a useful investor tool.
        

進捗状況

The executive director of the Investor Forum provided training to our fund managers on the subject of collective engagement. Although the Forum's work is predominantly UK based, the focus was on the principle of collective engagement and how it can be applied to all geographies.

主要パフォーマンス指標(KPI)

          Key messaging to Jupiter executive management and board members.
        

進捗状況

Given the various regulatory and best practice developments within ESG we have taken measures so that these measures are effectively communicated to our corporate leadership (board and ExCo members) and other senior managers beyond fund management. Therefore, we have had policy specialists from the PRI, IA and UKSIF i.e. our ESG partners and industry bodies to present to members of our corporate leadership team.

主要パフォーマンス指標(KPI)

          Formally incorporated stewardship within the performance objectives of our investment personnel.
        

進捗状況

The CIO Office in collaboration with the HR team and GS Team positioned stewardship within the personnel objectives of our investment personnel. The CIO and Deputy CIO used this information as part of their annual review assessment. This involved reviewing voting and engagement records and considering how ESG was factored into trading activity. Progress is considered to be greater ESG scrutiny and support for our investors.

主要パフォーマンス指標(KPI)

          Revised approach from fund of fund team.
        

進捗状況

Using the 2020 Stewardship Code we set about helping our 'beyond listed' teams with these matters. The fund of fund team has revised their approach to be more clear (to clients) in how they articulate the specific ESG factors they are monitoring and engaging their managers.

投資に係る財務業績

投資のESG特性

主要パフォーマンス指標(KPI)

          Maximising resources and greater internal collaboration of disciplines and teams.
        

進捗状況

Jupiter increased its investment into data science and ESG data during the period. A lot of time and resource has been dedicated into creating our own ESG portal which aggregates third party ESG and links it to portfolios and stocks to help our fund managers with their ESG integration. The objective is not to rehash third party data through this portal but the ultimate goal is to i) tailor preferences / weightings to individual managers and ii) ultimately use data science to be able to model outcomes around company ESG performance - but that is something we are working towards. The intensive work in the period under review has been to cleanse and review the data which was a huge endeavour, we worked closely with our partners to provide feedback and help them as well.

その他の活動

主要パフォーマンス指標(KPI)

          Formally joined the Institutional Investors Group on Climate Change, Climate Action 100+, Workforce Disclosure Initiative and Healthy Markets Initiative in 2019.
        

進捗状況

IIGCC membership has been instrumental in improving our investor practice, elevating our engagement and peer connectivity in this regard. We have participated in various collaborative engagements in the resource and banking sector.

主要パフォーマンス指標(KPI)

          Discussed merits of joining and utilising the Investor Forum to an investor.
        

進捗状況

The investor in question wanted to consider our views of the Forum and how we have utilised its services. We mentioned how they have been helpful to us, particularly in cases where we have had a small position. 

主要パフォーマンス指標(KPI)

          Reporting work around climate change
        

進捗状況

Duties and expectations around climate change have become stronger and that has required a focus and re-organisation internally in terms of how we consider these systemic issues. As discussed above, this is an area where collaborations come to the fore, so we have documented both internally and externally the work we have done with IIGCC and CA100+ with respect to the company engagements.

主要パフォーマンス指標(KPI)

          Client demand for ESG engagement data and case studies has gained prominence and evidencing this is key.
        

進捗状況

We have worked with clients on various matters to present case studies across our asset base, this includes climate change, board leadership and discussions around ESG scores.  

06.2. 補足情報 [任意]


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