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Pictet Asset Management

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] Innovation [SG 18] Communication [SG 19]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] ESG incorporation in passively managed fixed income [FI 13] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (A) Implementation: Screening

A) 実施:スクリーニング

LEI 04. Types of screening applied

04.1. 組織内でアクティブ運用している上場株式に適用するスクリーニングの種類を記載し、説明してください。

スクリーニングの種類

スクリーニング実行者

説明

  • All Pictet Asset Management: Exclusions of controversial weapons (anti-personnel landmines and cluster munitions)
  • Sustainable equities funds: Armament, nuclear, tobacco, gambling, GMOs, adult entertainment
  • Sustainable corporate fixed income funds:gaming, tobacco, alcohol, adult entertainment, defence
  • Environmental thematic funds: ad-hoc exclusions depending on strategy (e.g. GMO, coal/oil, weapons)

スクリーニング実行者

説明

Best-in-class strategies also apply negative/exclusionary screens.

スクリーニング実行者

説明

We subscribe to controversy analysis of around12'000 companies. Key areas covered include Environment Supply Chain Incidents, Operations Incidents, Product & service Incidents, Business Ethics Incidents, Governance Incidents, Public Policy Incidents, Customer Incidents, Special Supply Chain Incidents and Society & Community Incidents. Companies with the worst ratings are deemed to be in breach with the UN Global Compact Principles, UN Guiding Principles on Business and Human Rights, International Labor Organization Conventions and United Nations Convention Against Corruption.

04.2. スクリーニング基準が変更された場合に顧客や受益者に通知する方法について説明してください。

Screening criteria are reviewed on a regular basis  in line with new ESG issues (e.g. Industry standards, policy and regulatory developments) and communicated through our standard marketing material.

LEI 05. Processes to ensure screening is based on robust analysis

05.1. スクリーニングが徹底した分析に基づいていることを確実にするために、組織が使用しているプロセスを選択してください。 

          Whenever we identify a problem we systematically feed it back to our research provider for corrective and preventive action.

05.2. ESGスクリーニング戦略の一環で包括的なESG調査の対象となるアクティブ上場株式ポートフォリオの割合を示してください。

05.3. 第三者のESG評価がスクリーニング目的で更新される頻度を示してください。

05.5. 補足情報　[任意]

LEI 06. Processes to ensure fund criteria are not breached (Private)

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