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Maj Invest

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct – Private Equity
Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]
Direct - Inclusive Finance
Context [IFD 01 - 06] PIIF Principle 1: Range of services [IFD 07 - 10] PIIF Principle 2: Client protection [IFD 11 - 13] PIIF Principle 3: Fair treatment [IFD 14 - 17] PIIF Principle 4: Responsible investment [IFD 18 - 24] PIIF Principle 5: Transparency [IFD 25 - 27] PIIF Principle 6: Balanced returns [IFD 28 - 31] PIIF Principle 7: Standards [IFD 32 - 34]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

アクティブ運用している上場株式におけるESGの組み入れ

実施プロセス

LEI 01. Percentage of each incorporation strategy

01.1. 以下を記載してください。（1）組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか（2）アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 （当てはまるものをすべてお選びください）
アクティブ運用される上場株式に戦略が適用される割合 （推定 +/- 5%）
100 %
アクティブ運用している上場株式の合計 100%

01.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。

Our external service provider screens all of our listed equities portfolios. Implementing a norms-based screening on all our of listed equity portfolio contributes to ensuring that portfolio companies are in compliance with international ESG standards, norms and guidelines, and it provides us with information on development and performance of the companies within ESG. On this bases, we can make informed include/exclude decisions. 

01.3. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]

LEI 02. Type of ESG information used in investment decision (Private)

LEI 03. Information from engagement and/or voting used in investment decision-making (Private)

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

Sustainalytics (previously GES) has more than 20 years of experience and has built a model for norms-based screening, which is reviewed and updated on an ongoing basis, whenever relevant norms and conventions are introduced.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

The overall criteria are established in cooperation with our ESG service provider Sustainalytics and based on internationally recognised standards. They are reviewed and updated whenever new relevant international agreements and conventions are adopted, i.e. the Paris Agreement. 

When we change strategy-specific criteria clients are notified via web, presentations and/or e-mail etc. 

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.5. 補足情報　[任意]

We rely on the competencies of Sustainalytics to ensure that the ESG screening is based on robust analysis. 

LEI 06. Processes to ensure fund criteria are not breached (Private)

B) 実施:テーマ

LEI 07. Types of sustainability thematic funds/mandates (Not Applicable)

C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors (Not Applicable)

LEI 09. Processes to ensure integration is based on robust analysis (Not Applicable)

LEI 10. Aspects of analysis ESG information is integrated into (Not Applicable)

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