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KLP

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
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (C) Implementation: Integration of ESG factors [LEI 08 - 10] ESG incorporation in passively managed listed equities [LEI 11] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11] (Proxy) voting and shareholder resolutions [LEA 12 - 21]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] ESG incorporation in passively managed fixed income [FI 13] 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 - Property
Overview [PR 01] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Indirect - Inclusive Finance
Context [IFI 01] Selection [IFI 02] Contractual agreements and mandate design [IFI 03] Investment manager monitoring and reporting [IFI 04 - 05] Disclosure [IFI 06 - 07]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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You are in Indirect - Inclusive Finance » Selection

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IFI 02. Due diligence policies and/or procedures for the selection of external investment managers

02.1. 以下に記載する責任投資問題へのアプローチ（PIIFの原則）を考慮する組織外の資産運用会社を選定する際のデューデリジェンス・ポリシーや手続きを設定しているかどうかを明示してください。

低所得者層が利用できる金融サービスを開発のうえ対象範囲を拡大するリテールプロバイダーを積極的に支援する（原則1）

投資ポリシーや実務に顧客保護を組み入れる（原則2）

需要を満たす適切な融資、明確かつバランスの取れた契約、紛争を解決する公正なプロセスにより投資先を公平に扱う（原則3）

投資ポリシーおよび投資報告に環境、社会、ガバナンス（ESG）問題を組み込む（原則4）

あらゆる側面において透明性を積極的に推進する（原則5）

顧客、リテールプロバイダーおよび投資家の利益を認識する社会的・財務リスク調整後のバランスの取れたかつ長期的なリターンの実現に努める（原則6）

包括的金融のさらなる発展を支援する投資家のための統一基準の設定に協力する（原則7）

02.2. 補足情報 [任意]

KLP's investments in inclusive finance are made through two partners:

- The Nordic Microfinance Initiative, a fund manager investing in microfinance institutions (MFIs).
- NorFinance, a joint investment company together with the Norwegian development finance institution Norfund as well as another private investor. NorFinance's investments are, from 2017, made through Arise, which is another joint investment company with more investors targeting a larger number of banks. Arise is investing in African banks with the objective to strengthen and develop effective, inclusive financial systems in Africa in order to contribute to economic growth and poverty reduction.

The PIIF principles are not explicitly mentioned in KLP's policies, but these topics are addressed in reviews, discussions and to some extent in reporting from our partners.
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