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fair-finance Vorsorgekasse AG

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

Investment opportunities are examined to what extent they violate the defined exclusion or negative criteria. If controversial business fields or controversy business practices are concerned, an investment is not permissible. In order to minimize systematic income risks, such as those arising from the exclusion of entire industries, negative criteria are only applied where, on the one hand, the definition of the criteria and, on the other hand, the data base on the investment options is clear. Those investment opportunities are selected on the basis of positive criteria (best-in-class approach) which make a significant contribution to sustainable economic activity and achieve their economic success taking into account social, ethical and ecological aspects. ESG criteria are used to identify exemplary companies, institutions, and countries that are at the forefront of the various dimensions of sustainability and excel in ecological, social, and economic action. Following the restriction of investment opportunities on the basis of the negative and best-in-class criteria, where appropriate finally the identification of opportunities is based on qualitative and quantitative financial and extra-financial factors relevant to performance. In addition, Engagement is an essential part of our strategy, focusing on impact investments. 

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

Sustainability Universe: exclusion criteria and best in class for securities;  criteria for microfinance, altenative energy, forest, real estate  (impact investments) and engagement activities

Strategic Asset Allocation: maximum weighting of absolute return asset classes and historical income and stress scenarios must result in minimum return

Tactical asset allocation: based on secondary analyses

Investment decisions: rule-based, from the first half of the peer group

Risk management: adapted CPPI model with minimum yield based on calendar year (-0.0 % in 2019)

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。






02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。






02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

working progress

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)