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Swiss Re Ltd

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]
Indirect – Manager Selection, Appointment and Monitoring
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (B) Implementation: Thematic [FI 07 - 09] (C) Implementation: Integration [FI 10 - 12] Outputs and outcomes [FI 17 - 18]
Direct – Private Equity
Overview [PE 01 - 02] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15]
Direct - Property
Overview [PR 01] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Direct - Property » Pre-investment (selection)

投資前（投資対象の選定）

PR 04. Incorporating ESG issues when selecting investments

04.1. 組織が不動産投資先を選択する際、通常ESG問題を組み入れているかどうかを記載してください。

04.2. ESG問題を不動産投資の選択に組み入れる際のアプローチを説明してください。

ESG issues are considered as part of the initial screening of investment opportunities. During the due diligence assessment, ESG considerations are taken into account in various work streams, like financial, technical, environmental and/or legal due diligence work streams.

There is a general preference for properties with superior energy-consumption characteristics.

In addition, ESG topics are considered as part of the selection of providers for outsourced services.

04.3. 貴社の不動産投資選定プロセスにおいて、どのESG問題が主に考慮されているかを記載し、問題毎に事例を3つまで挙げてください。　

ESGの各問題について、典型的な例を三つまで挙げて下さい

説明 [任意] 

          We focus on energy-efficient properties when making new acquisitions and strive to refurbish the existing properties to a higher energy-efficiency standard when they come into the refurbishment cycle.

ESGの各問題について、典型的な例を三つまで挙げて下さい

説明 [任意] 

          We consider the source of energy and prefer sources of energy with low environmental impact (e.g renewable energy).

ESGの各問題について、典型的な例を三つまで挙げて下さい

説明 [任意] 

          Access to public transport is key for our investments.

ESGの各問題について、典型的な例を三つまで挙げて下さい

説明 [任意] 

          Accessibility for elderly and disabled people is taken into consideration.

ESGの各問題について、典型的な例を三つまで挙げて下さい

説明 [任意] 

          We prefer properties with superior materials creating a healthy indoor climate.

ESGの各問題について、典型的な例を三つまで挙げて下さい

説明 [任意] 

          A good mix of tenants is important to us.

ESGの各問題について、典型的な例を三つまで挙げて下さい

説明 [任意] 

          Our trading partners are carefully selected and screened.

ESGの各問題について、典型的な例を三つまで挙げて下さい

説明 [任意] 

          Clear procedures in case of legal disputes.

ESGの各問題について、典型的な例を三つまで挙げて下さい

説明 [任意] 

          Detailed service level agreements with providers of outsourced services.

04.4. 補足情報 [任意]

PR 05. Types of ESG information considered in investment selection

05.1. 不動産の投資選定プロセスにおいて組織が主にどのような種類のESG情報を考慮しているかを明示してください。

05.2. これらのESG情報をどのように投資対象選定プロセスに組み込んでいるかについて簡潔に説明して下さい。

Swiss Re uses a variety of data from various sources including (but not limited to) financial, technical, performance and benchmark data.

PR 06. ESG issues impact in selection process

06.1. 報告年度において、ESG問題が不動産投資の選択プロセスに影響を及ぼしたかどうかを明示してください。

06.2. 報告年度に、ESG問題が不動産投資の取引構造化プロセスに影響したかどうかを記載してください。

06.3. 補足情報 [任意]

Swiss Re views ESG as a core factor through its Group-wide Sustainable Business Risk Framework. As such, ESG issues are always considered during the investment process.

 
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