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Swiss Re Ltd

PRI reporting framework 2020

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You are in Strategy and Governance » Asset class implementation not reported in other modules

他のモジュールで報告されていない資産クラスの実施

SG 16. ESG issues for internally managed assets not reported in framework

組織内で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

上場株式 – ESGの組み入れ

The internally managed asset class "listed equities" considers ETFs and futures. Due to the product structure, Swiss Re is generally not able to apply its Sustainable Business Risk Framework (e.g. exclusions of companies and/or countries). However, we monitor the ESG ETFs and futures investment universe and engage with related providers on a regular basis.

In this context, we have made a first allocation into an ESG ETF in 2019 that allowed for sufficient volume and liquidity requirements.

Listed equities as part of our Principle Investment activities are covered in the "Direct - Private Equity" section.

現金

We monitor counterparties on their ESG ratings to guarantee the required ESG quality by having a minimum rating standard. All counterparties rated below BB require a relationship rationale.

短期金融市場商品​

Money market instruments include cash and government bonds. The portfolios are monitored on political risks, human rights, and environmental issues affecting the resilience of countries as part of Asset Management’s ESG practice. Results guide our responsible investment decisions to guarantee the ESG quality of the portfolios by having a minimum ESG rating threshold; investments rated below that require an investment rationale.

16.2. 補足情報 [任意]


SG 17. ESG issues for externally managed assets not reported in framework

17.1. 組織外で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果

ヘッジファンド・デューデリジェンス質問​

責任投資原則のヘッジファンド・デューデリジェンス質問に回答したかどうか示してください。

ヘッジファンド

Hedge Funds invest across different asset classes ranging from fixed income (government bonds and corporate debt) to listed equities but as well at times in less liquid instruments.

Irrespective of the choice of asset class and liquidity, we consider ESG criteria in our investment due diligence assessment, and investment manager have to sign a binding ESG letter outlining how ESG considerations have to be taken into account.

その他 (1) [OO 05から抽出]

The vast majority of externally managed assets under the section "Other (1)" are mortgage loans.

In our due diligence assessment, we consider ESG criteria, and investment managers have to sign a binding ESG letter outlining how ESG considerations have to be taken into account.

The managers consider aspects of ESG as part of the investment process in evaluating new transactions, with a focus on environmental issues. Environmental concerns or issues are documented by the manager in the investment memo of the potential transaction. Unfavourable findings could lead to the decision to not execute an investment.

17.2. 補足情報 [任意]


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