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Caja Ingenieros Gestión SGIIC, SAU

PRI reporting framework 2020

You are in Direct - Listed Equity Incorporation » ESG incorporation in actively managed listed equities

アクティブ運用している上場株式におけるESGの組み入れ

実施プロセス

LEI 01. Percentage of each incorporation strategy

01.1. 以下を記載してください。(1)組織でのアクティブ運用上場株式にどのESG組み入れ戦略や組み合わせを使用しているか(2)アクティブ運用している上場株式の戦略または戦略の組み合わせ別内訳

ESG組み入れ戦略 (当てはまるものをすべてお選びください)
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
60 %
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
10 %
アクティブ運用される上場株式に戦略が適用される割合 (推定 +/- 5%)
30 %
アクティブ運用している上場株式の合計 120%

01.2. 組織が実施しているESG組み入れアプローチ、および、特定のESG組み入れ戦略を選択している場合はその理由を説明してください。


The application of detection and integration strategies allows us to obtain those companies that comply with our ESG approach. Furthermore, these strategies add value to our investors. With the first screen, we get a portfolio free from the military or tobacco sector, or other high-level controversies.

With the integration into our ESG funds we obtain a fundamental assessment that includes ESG risks. In the case of the thematic approach, our CI Environment ISR fund only invests in companies whose contribution in the fight against climate change is relevant. (CI Climate Sostainability ISR, PP is a replica of CI Environment ISR, FI). Finally, the new investment fund CdE ODS Impact ISR, FI, mainly dedicates its focus to three of the seventeen sustainable development objectives (4, 6 and 9) and that if the companies are signatories to the covenant of nations United is also a factor that helps winter decisions.

01.3. ESG組み入れ戦略の組み合わせを使用して資産を運用している場合、ESG戦略の組み合わせをどのように使用しているかを簡単に説明してください。 [任意]

We use our own ESG investment process that combines both strategies in two different steps. First, we selected a wide universe of companies with best practices in terms of ESG problems and excluded two sectors in which Caja Ingenieros Gestión does not invest, such as Army and Tobacco, and in the case of CI Environment, we also exclude companies with high intensity in coal or with aggressive oil and gas extraction practices. Then, we analyze these companies considering the performance and expectations of their return in a classic financial analysis and we integrate the ESG analysis in these companies applying our scoring model to obtain their ranking.

CdE ODS Impact is an ISR fund, which invests in companies that positively influence the Sustainable Development Goals (SDGs) and prioritizes companies whose business is contributing, to their achievement. The fund will mainly direct its investment towards three objectives, without ruling out any of the rest:

SDG 4: Quality education
SDG 6: Clean Water and Sanitation
SDG 9: Industry, innovation and infrastructure


LEI 02. Type of ESG information used in investment decision (Private)


LEI 03. Information from engagement and/or voting used in investment decision-making (Private)


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

They will be excluded from the investment:
- Manufacturers of weapons, explosives or military vehicles
- Manufacturers of specific components for the military industry (> 10% income)
- Tobacco manufacturers
- Other companies with specific income from the tobacco sector (> 30% income)
Additionally for the strategy focused on the fight against climate change:
- Power generation companies whose source comes from more than 30% of the coal mineral.
- Companies that participate in the exploration of energy resources in the Arctic
- Companies that carry out aggressive extraction practices, such as those referred to as "bituminous sands".

スクリーニング実行者

説明

We apply a positive and best-in class screening by selection those companies included in different recognized ESG equity indexes

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。

The screening criteria is established by the ESG Comitee and reviewed annually. Of course, during the year if one company doesn't meet the criteria we exclude it from he investment universe. We notiy clients quarterly if this is the case through the quarterly financial report.


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。

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。

05.4. 組織のESGスクリーニングを構築するための組織内リサーチを精査す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)


B) 実施:テーマ

LEI 07. Types of sustainability thematic funds/mandates

07.1. 組織が運用している、サステナビリティをテーマとするファンドやマンデートの種類を記載してください。

07.2. 組織でのサステナビリティをテーマとしたファンドのプロセスについて説明してください。 [任意]

Sustainability is part of our strategy as a cooperative society. There are two funds that lead this initiative, in the case of Fonengin ISR (CI Global Sustainability ISR, PP) for its combination of social, environmental and government aspects, seeking excellence in the companies and metrics that measure performance in these aspects. In the case of CI Environment ISR (CI Climate Sustainability ISR, PP), its strategy is more focused on the environment, for its fight against climate change.

Finally, the new ODS Impact ISR CdE fund is about a social strategy since it is focused on several of the 17 SDGs but more specifically on 4, Education.


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]


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。

09.5. 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]

We must also take into account the reports that help our suppliers (MSCI and ISS) that are very complete and help us a lot in making decisions.


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


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