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CBUS Superannuation Fund

PRI reporting framework 2020

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You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

指名

SAM 04. Appointment processes (listed equity/fixed income)

04.1. あなたの組織では、ほとんどのケースで、また、商品の仕組みが許す限り、運用会社の選定および・もしくは約定の一環として以下の項目のいずれかを行っているかどうかを明示してください。

04.2. 運用会社の指名において通常盛り込んでいる、ベンチマーク、目標、インセンティブ/コントロールおよび報告要件の事例を資産クラス別に記載してください。

資産クラス

ベンチマーク

ESG目標

          All managers are required to exclude tobacco and controversial weapons, including pooled trusts.
        
          In the majority of cases, IMA specify that managers are required to integrate ESG as relevant for the strategy. IMA reporting schedules requires summary of integration
        
          IMA reporting schedules requires summary of engagement
        
          Cbus is retaining the rights of all voting issues in accordance to its ESG policies.
        
          The IMA reporting schedule requests PRI assessment scores, where available.
        
          IMA requires summary of where voting and engagement is in accordance with local Stewardship codes
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Bloomberg Ausbond Government Bond Index: All Managers are required to exclude tobacco and controversial weapons
        

ESG目標

          All managers are required to exclude tobacco and controversial weapons.
        
          Countries are reviewed on their ESG practices prior to investment
        
          All managers requested to become PRI signatories or outline sufficient rationale as to why not.
        
          We don't set ESG objectives for this asset class.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Bloomberg Ausbond Bank Bill Index
        

ESG目標

          We don't set ESG objectives for this asset class.
        
          All managers are required to exclude tobacco and controversial weapons
        
          Fund managers are reviewed on ESG during due diligence on selection or through ESG survey (which also applies to existing fund managers). In majority of cases, IMA reporting schedules requires summary of integration
        
          All managers requested to become PRI signatories or outline sufficient rationale as to why not.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          No benchmark other than as part of the Ausbond Bank Bill Index
        

ESG目標

          Other, specify: we don't set ESG objectives for this asset class.
        
          Fund managers are reviewed on ESG during due diligence on selection or through ESG survey (which also applies to existing fund managers). In majority of cases, IMA reporting schedules requires summary of integration
        
          All managers requested to become PRI signatories or outline sufficient rationale as to why not.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          An example is: S&P/ASX300 Accumulation Index + 5%pa (lagged 3 months)
        

ESG目標

          ESG assessment is required as part of LPA or side letter.
        
          All managers requested to become PRI signatories or outline sufficient rationale as to why not.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          An example is: MSCI / IPD Australian Property Pooled Fund (NOF)
        
          GRESB real estate benchmark
        

ESG目標

          Cbus has a focus on green buildings for both external managers and direct investments. Cbus also has a focus on safety during construction. All property investments report using GRESB.
        
          All property investments report using GRESB.
        
          All property managers are encouraged to be PRI signatories and report using GRESB.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          MSCI/ Mercer Australia Core Wholesale Fund Index
        
          We encourage our infrastructure fund managers to report against GRESB infrastructure benchmark
        

ESG目標

          Renewables specific related strategy
        
          Infrastructure is held predominantly through pooled funds and therefore Cbus has less ability to directly influence each individual acquisition. However, Cbus requires that ESG forms a part of due diligence for infrastructure assets. External managers are required to report annually on new assets and any adaptation or mitigation requirements relating to ESG particularly climate change. This is also required during the asset management phase.  During the second half of 2018 Cbus became a member of GRESB infrastructure.
        
          All managers are encouraged to become signatories to PRI and GRESB.
        

インセンティブおよびコントロール

報告要件

04.3. 報告要件のいずれかが満たされない場合に、組織では、以下に記載するどの措置を講じることになるのかを示してください。

04.4. 組織が設定している外部運用会社の指名プロセスに関連する追加情報を記載してください。 [任意]

          
        

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