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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 - Inclusive Finance » PIIF Principle 6: Balanced returns

PIIFの原則 6: バランスの取れたリターン

IFD 28. How social performance of investees affects decision making and portfolio management

考えられる取り組みの例:

顧客、リテールプロバイダーおよび投資家の利益を意識した社会的リスクおよび財務リスク調整後のバランスの取れた長期的リターンの実現を目指す。

28.1. 投資先の社会的パフォーマンスが以下の項目に影響を及ぼしているかどうかを明示してください。

投資の意思決定

28.2. 投資先の社会的パフォーマンスが投資の意思決定にどのような影響を及ぼしているかを説明してください。

We will avoid investing if the company is in breach with international standards and if it does not have a strong social mission. 

ポートフォリオ管理

28.3. 投資先の社会的パフォーマンスがポートフォリオ管理にどのような影響を及ぼしているかを説明してください。

If any company should be in breach we engage in dialogue and discuss the issue at board level with management and shareholders. 

28.4. 補足情報 [任意]

IFD 29. Staff incentives linked to social performance measures (Private)

IFD 30. Collecting data regarding social outcomes of investees work (Private)

IFD 31. Incentivise investees to track social performance (Private)

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