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Swiss Re Ltd

PRI reporting framework 2020

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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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