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CBUS Superannuation Fund

PRI reporting framework 2020

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You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities » Implementation processes » (C) Implementation: Integration of ESG factors

C) 実施: 統合

LEI 08. Review ESG issues while researching companies/sectors

08.1. E・S・Gの各要因が投資分析の一環として体系的に調査されている、アクティブ運用の上場株式ポートフォリオの割合を記載してください。

ESG問題

影響を受ける割合
E(環境)

E(環境)

S(社会)

S(社会)

コーポレートガバナンス

コーポレートガバナンス

08.2. 補足情報 [任意]

ESG factors are considered and included as an input in the investment process. Issues deemed likely financially material are analysed in more detail to determine if there are any valuation impacts or if monitoring of the issue is required.

Fundamental analysis is undertaken which utilises internally developed research templates, company management meetings, third party ESG data and research. In some instances, specific ESG thematic’s are also analysed, such as supply chain, labour relations or climate change risk of a company or portfolio.

 


LEI 09. Processes to ensure integration is based on robust analysis

09.1. ESG統合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記載してください。

09.2. 組織の統合戦略の一環で包括的ESG調査の対象になるアクティブ運用上場株式の割合を記載してください。

09.3. ESG統合戦略に使われる第三者のESG評価が更新される頻度を示してください。

09.4. ESG統合戦略に使われる組織内調査を見直す頻度を示してください。

09.5. ポートフォリオ・マネージャーがどのようにしてESG情報を保有し、使っているのか説明してください。

09.6. 補足情報 [任意]

ESG forms a core part of the investment process. ESG risks are assessed on a financial materiality basis as well as any thematic issues deemed a priority by Cbus, such as safety. These can be built into future engagement with the company.

Stock Peer Review meetings are held whereby information presented by a team member is reviewed. Information is circulated and stored on the  information management systems and all team members can contribute or critique work undertaken in relation to a given company.

The equity teams monitor company reporting in order to identify issues, look for improvements or otherwise in the disclosures made by the company. Third party ESG materiality frameworks such as SASB help direct this review.

Regular meetings between the portfolio manager and members of the Responsible Investment team are scheduled fortnightly.

The review of external ESG providers is the responsibility of the Cbus Responsible Investment team and they receive input from stakeholders across the organisation. Both the Responsible Investment team and the Internal Equities team engage with these providers on a regular basis.


LEI 10. Aspects of analysis ESG information is integrated into (Private)


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