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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 Indirect – Manager Selection, Appointment and Monitoring » Outputs and outcomes

成果および結果

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)

SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. 報告年度において、運用会社の選定、指名やモニタリングプロセスの過程で、ESG問題がどのように対処されているかを示す事例を挙げてください。

トピックまたは問題 
          Integration of ESG factors in Securitized Products; Contribution to industry development
実行者
資産クラス
対象範囲およびプロセス

ESG factor considerations are important for the Securitized Products industry as it evolves to find ESG approaches and standardization of measurements. Not only does Swiss Re prefer, to gain exposure to Green, Social, and Sustainability bonds via our mandates under the premise "all else equal", but we are additionally actively involved with managers to shape industry wide frameworks on ESG.
結果

Increases industry focus on topic; Increases holdings that have positive environmental and or social impact.
トピックまたは問題 
          External manager becomes a signatory of the UN PRI and integrates ESG data
実行者
資産クラス
対象範囲およびプロセス

While ESG analysis is embedded in the external manager's investment process and addressed during the screening and final due diligence calls for infrastructure loans, the manager did not utilize information from ESG data providers and was not a UN PRI signatory. Through continuous engagement with the manager, they signed the UN PRI in 2019 and began subscribing to and utilizing MSCI ESG data in their investment memos.
結果

The MSCI ESG analysis is now incorporated into their investment process and as a signatory of the UN PRI the external manager renews their commitment to responsible investing and reporting.
トピックまたは問題 
          Compliance with Swiss Re's ESG requirements
実行者
資産クラス
対象範囲およびプロセス

During diligence a private equity fund did not accept to follow Swiss Re's restricted company list.
結果

We invested in the fund and agreed that Swiss Re has the option to be exempt from investing in companies which are on its restricted list.

09.2. 補足情報 [任意]

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