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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 - Fixed Income » ESG incorporation in actively managed fixed income » (B) Implementation: Thematic

B) 実施:テーマ

FI 07. Thematic investing - overview

07.1. テーマ投資の割合を示してください。

96.7 %
3.3 %

07.2. テーマ債券投資に対する組織のアプローチについて説明してください。

A bond can be considered for our green, social and sustainability bond mandate if:
 1) The issuer is not on Swiss Re's exclusion list,
 2) Internal ESG rating of the country of the issuer meets Swiss Re's criteria,
 3) The issuer follows the Green Bond Principles (GBP), Social Bond Principles (SBP), as well as the Sustainability Bond Guidelines (SBG),
 4) Further sustainability bonds only on internal pre-approval basis

07.3. 補足情報 [任意]

FI 08. Thematic investing - themed bond processes

08.1. グリーン債原則に従ったテーマ債券の発行に関連する透明性や開示を奨励しているかどうか示してください。社会貢献債原則またはサステナビリティ債ガイドライン。

08.2. 発行体が提供文書の記載に従って、債券収益を配分していないときに取るべき対応策を説明してください。

We do not qualify them as green bonds, social bonds and sustainability bonds. With that, we do not consider them in our green, social and sustainability bond mandate.

08.3. 補足情報 [任意]

FI 09. Thematic investing - assessing impact

09.1. 組織のテーマ投資の環境的または社会的影響を評価する方法を示してください。 

          We focus on issuers that follow the Green Bond Principles, Social Bond Principles and Sustainability Bond Guidelines from ICMA

09.2. 補足情報 [任意]

The Green Bond Principles, Social Bond Principles and Sustainability Bond Guidelines from ICMA have four components which focus on

 a. Use of Proceeds,

 b. Project Evaluation and Selection Process,

 c. Management of Proceeds and

 d. Reporting.

Collectively, they promote integrity of issuance, along with transparency and disclosure on the use of the financings.
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