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Sophia School Corporation

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

Appointment

SAM 04. Appointment processes (listed equity/fixed income)

04.1. Indicate if in the majority of cases and where the structure of the product allows, your organisation does any of the following as part of the manager appointment and/or commitment process

04.2. Provide an example per asset class of your benchmarks, objectives, incentives/controls and reporting requirements that would typically be included in your managers’ appointment.

Asset class

Benchmark

          MSCI Low Carbon Taget Index
        

ESG Objectives

          Companies are weighted by measuring their carbon exposure based on their CO2 emissions and fossil fuel reserves.
        
          Companies are weighted by measuring their carbon exposure based on their CO2 emissions and fossil fuel reserves.
        
          We have established a proxy voting policy and presented it to the external managers.
        

Incentives and controls

Reporting requirements

Benchmark

          BloombergBarclays Global Aggregate
        

ESG Objectives

          Processes focused on impact investing. We have built an investment universe in which we use the factor based scoring model and analyse credit and the ability to meet debt obligations to determine impact eligibility.
        
          Processes focused on impact investing. We have built an investment universe in which we use the factor based scoring model and analyse credit and the ability to meet debt obligations to determine impact eligibility.
        

Incentives and controls

Reporting requirements

Benchmark

          BloombergBarclays Global Aggregate
        

ESG Objectives

          Processes focused on impact investing. We have built an investment universe in which we use the factor based scoring model and analyse credit and the ability to meet debt obligations to determine impact eligibility.
        
          Processes focused on impact investing. We have built an investment universe in which we use the factor based scoring model and analyse credit and the ability to meet debt obligations to determine impact eligibility.
        

Incentives and controls

Reporting requirements

Benchmark

          BloombergBarclays Global Aggregate
        

ESG Objectives

          Processes focused on impact investing. We have built an investment universe in which we use the factor based scoring model and analyse credit and the ability to meet debt obligations to determine impact eligibility.
        
          Processes focused on impact investing. We have built an investment universe in which we use the factor based scoring model and analyse credit and the ability to meet debt obligations to determine impact eligibility.
        

Incentives and controls

Reporting requirements

Benchmark

          Cambridge Associates US Private Equity Index
        

ESG Objectives

          A multi-asset approach to pursue economic return and SDG impact, incorporating projects with the potential to contribute to society and the environment, supporting the SDGs.
        

Incentives and controls

Reporting requirements

Benchmark

          S&P LSTA Leveraged Loan Idex
        

ESG Objectives

          The infrastructure fund is the first in Japan designed to invest in offshore wind power projects outside the country and contributes to the global shift to the renewable energy.
        

Incentives and controls

Reporting requirements

04.3. Indicate which of these actions your organisation might take if any of the requirements are not met

04.4. Provide additional information relevant to your organisation`s appointment processes of external managers. [OPTIONAL]

          
        

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