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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 Strategy and Governance » Governance and human resources

ガバナンスおよび人事

SG 07. RI roles and responsibilities

07.1. 組織が採用している内部または外部の役割、ならびにそれぞれの責任投資に対する監督責任および実施責任の有無について明示してください。

組織における役職

下記の内部の役割より選択； 

          CEOs of KLP's subsidiaries

その他の役職（具体的に記入してください）(2) 

          Forum for Responsible Investments

07.2. RIの監督/説明責任または実施責任を担う役職について、このような責任をどのように果たすのか記載してください。

The board: Approves investment strategy as well as "Guidelines for KLP as a responsible investor". Approves group strategy as well as KLP's strategy for corporate responsibility.

Executive management: Implementing investment strategy and guidelines. Has the responsibility to ensure that strategy and guidelines are integrated into all investment processes, and all investment mandates.

CEOs of investment related subsidiaries: Implement investment mandate given from KLP, overseeing responsible investment practices in their own organisation.

Portfolio managers/analysts: Responsible for RI practices and integration in their own portfolio.

Dedicated responsible investment staff: Dedicated to company analyses, engagement processes, assisting portfolio managers in integrating ESG, developing KLP's responsible investment practices.

Service providers: Data providing

Forum for responsible investments: KLP has a dedicated forum for responsible investments (where executive management is represented by several members, including CEO). This forum makes decision regarding exclusion, engagement and is overseeing responsible investments activities on a monthly basis.

07.3. 組織にいる専任の責任投資担当者の人数を記載してください。

7 人

07.4. 補足情報 [任意]

Dedicated responsible investment staff:

  • Three employees in asset management company (head of RI team + two team members)
  • Four employee at group level (Vice President Corporate Responsibility + three team members)

Furthermore, KLP has the following staff dedicated to corporate responsibility/sustainability:

  • Adviser corporate responsibility
  • Consultant environment
  • Head of environment (property subsidiary KLP Eiendom)

SG 07 CC. Climate-issues roles and responsibilities

07.5 CC. 気候関連問題について監視、説明責任および／または管理責任をもつ組織の役職を示してください。

取締役会メンバーまたは受託者

最高経営責任者（CEO）最高投資責任者（CIO）最高リスク責任者（CRO）投資委員会

他の最高級職員または部長（具体的に記入してください）

ポートフォリオマネージャー

投資アナリスト

専任の責任投資担当者

組織外の運用会社またはサービスプロバイダー

その他の役職（具体的に記入してください）(2) 

          Forum for Responsible Investments

07.6 CC. 気候関連の問題の監督/説明責任または実施責任がある取締役会レベルの役職については、これらの責任の遂行方法を説明してください

Climate change related issues have been discussed in relation to key processes and strategies, such as group level strategy, investment strategy, and strategy for corporate responsibility. The board has been introduced to TCFD and KLP's plan for implementation.

Climate change related issues have also been discussed at board level of some of the subsidiaries of KLP, for instance related to product development and ownership strategies.

 

07.8 CC. TCFDの提言やその実施について、組織が外部運用会社またはサービスプロバイダーに何を求めるかについて説明してください。

SG 08. RI in performance management, reward and/or personal development

08.1. 組織のパフォーマンス管理、報奨や個人の能力開発プロセスに責任投資の要素があるかどうかを記載してください。

取締役会メンバーまたはトラスティ―（受託者）

08.1b. 個人の能力開発または研修計画における責任投資

最高経営責任（CEO）、最高投資責任者（CIO）、最高執行責任者（COO）、投資委員会

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

その他の最高幹部レベルのスタッフまたは部門長　具体的に記入してください 

          CEOs of KLP's subsidiaries

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

ポートフォリオマネージャー

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

投資アナリスト

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

専任の責任投資担当者

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

その他の役職（2）[SG 07から]　具体的に記入してください 

          Forum for Responsible Investments

08.1a. 目標、評価、査定または報酬における責任投資

08.1b. 個人の能力開発または研修計画における責任投資

08.3. 組織の責任投資に関連したパフォーマンス管理、報奨や個人の能力開発プロセスについて詳細を説明してください。

There is not a formal personal development and/or training plan for those in "Forum for responsible investments". However, it is RI issues that are discussed in all these meetings. Hence there is training, as RI issues often are on top of the agenda.

08.4. 投資決定プロセスへのESGファクターの組み入れに関取締役会メンバー/受託会社/チーフ・レベルのスタッフの経験レベルについて記載して下さい。 

          Given KLP's long tradition for working with ESG, the board members and chief-level staff are familiar with the ESG factors. Chief-level staff are closely involved in the development of RI strategies and strategies to incorporate ESG factors and have a long experience, with ESG issues. It is important to us that we increase the level of competence on all levels as the ESG field is evolving and strategies becoming more sophisticated.
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