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Nederlandse Financierings-Maatschappij voor Ontwikkelingslanden N.V. (FMO)

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
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] Fixed income - Engagement [FI 14 - 16] 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 - Infrastructure
Overview [INF 01 - 02] Pre-Investment (Selection) [INF 05 - 09] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Infrastructure Maintenance [INF 15] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18]
Direct - Inclusive Finance
Context [IFD 01 - 06] PIIF Principle 1: Range of services [IFD 07 - 10] PIIF Principle 2: Client protection [IFD 11 - 13] PIIF Principle 3: Fair treatment [IFD 14 - 17] PIIF Principle 4: Responsible investment [IFD 18 - 24] PIIF Principle 5: Transparency [IFD 25 - 27] PIIF Principle 6: Balanced returns [IFD 28 - 31] PIIF Principle 7: Standards [IFD 32 - 34]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Direct - Inclusive Finance » PIIF Principle 6: Balanced returns

PIIFの原則 6: バランスの取れたリターン

IFD 28. How social performance of investees affects decision making and portfolio management

考えられる取り組みの例:

顧客、リテールプロバイダーおよび投資家の利益を意識した社会的リスクおよび財務リスク調整後のバランスの取れた長期的リターンの実現を目指す。

28.1. 投資先の社会的パフォーマンスが以下の項目に影響を及ぼしているかどうかを明示してください。

投資の意思決定

28.2. 投資先の社会的パフォーマンスが投資の意思決定にどのような影響を及ぼしているかを説明してください。

In 2020, we introduced portfolio targets in addition to our usual targets on new investments. By closely monitoring the development of our portfolio, we will steer investment decisions towards creating a higher impact portfolio. We will grow our Reducing Inequalities and Green portfolios to continue to scale our impact towards SDGs 10 and 13. € 4 billion of the combined FMO, Public Funds and Direct Mobilized portfolios will have a Reducing Inequalities label, a 28% share of the total. Similarly, € 4.9 billion – or a 34% share of the total – will have a Green label.


 

ポートフォリオ管理

28.3. 投資先の社会的パフォーマンスがポートフォリオ管理にどのような影響を及ぼしているかを説明してください。

We continue to steer on ESG performance by our clients through the ESG performance tracker. Compared to previous years, FMO has extended its definition to monitor performance of a larger subset of clients. In 2020, 90% of ESG risks are managed at an amber or green level for all A and B+ ESG risk category clients and clients that require additional corporate governance support.

28.4. 補足情報 [任意]

IFD 29. Staff incentives linked to social performance measures (Private)

IFD 30. Collecting data regarding social outcomes of investees work (Private)

IFD 31. Incentivise investees to track social performance (Private)

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