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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]
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You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

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。

Principle objective for asset management in KLP:

In its long-term investment strategy, KLP seeks to construct a portfolio that, with KLP's fiduciary duty in mind, can maximize returns, while adhering to risk limitations.

Key principles for asset management in KLP:

  • Long-term investment horizon and diversified portfolios
  • Large proportion of stable asset classes
  • High degree of market exposure (index management) and internal management
  • Continuous risk monitoring and management
  • Responsible and sustainable asset management

 

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]

Guidelines for KLP as a responsible investor, apply to all asset classes and all of KLP's investments, without exceptions.

01.6. 補足情報 [任意] 

          I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk

01.6 CC. 投資期間において特定され、組織の投資戦略・商品に組み込まれている気候関連のリスクおよび機会について記述してください。

特定された気候関連の移行リスク・物理的リスクおよび機会、ならびに投資戦略・商品にそれらがどのように組み込まれているかを説明してください。（500 語以内で自由に記載）

We are in an early fase developing a high-level road map how to approach climate risk, incorporate it into investment processes, risk control and strategies. Mapping climate risk by business area and asset class.

Objectives for the work on climate risk going forward:

  1. Increase knowledge about climate risk within the company and with KLP’s external stakeholders.
  2. Develop specific scenarios and climate risk data to assess significant risk factors and opportunities.
  3. Integrate climate risk into established investment and investment risk management processes in a more systematic way.
  4. Influence companies that KLP invests in to develop good climate risk management processes.
  5. Increase climate-friendly investments by NOK 6 billion per year.

01.7 CC. 組織はそれら気候リスクの可能性および影響を評価しましたか？

これらのリスクおよび機会に関連する時間の尺度について説明してください。（500語以内）

This is an on-going prosess, developing over time.

01.8 CC. 組織はTCFDを公式に支持しますか？

01.9 CC. 重大な気候関連リスクおよび機会を特定・管理する組織全体の戦略がありますか？

説明してください。

  1. Member of UNPFI TCFD working group to understand the climate change risks in the portfolios
  2. Collaborative engagement with institutional investors in Norway, engaging with Norwegian companies reporting in line with TCFD
  3. KLP worked with an environmental group on how to assess climate risk in industries: Report: https://www.klp.no/om-klp/samfunnsansvar/milj-og-klima/klimarisiko

1.10 CC. TCFD開示を発表するために組織が使用する文書／通信を示してください。

SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

URL/添付ファイル

URL http://english.klp.no/polopoly_fs/1.39178.1513197530!/menu/standard/file/Guidelines%20for%20KLP%20as%20a%20responsible%20investor.pdf

URL/添付ファイル

URL https://www.klp.no/polopoly_fs/1.39548.1517833837!/menu/standard/file/Severe%20Environmental%20Damage.pdf

URL/添付ファイル

URL https://www.klp.no/om-klp/samfunnsansvar/rapporter-og-resultater

URL/添付ファイル

URL http://english.klp.no/polopoly_fs/1.39178.1513197530!/menu/standard/file/Guidelines%20for%20KLP%20as%20a%20responsible%20investor.pdf

URL/添付ファイル

URL http://english.klp.no/about-klp/corporate-responsibility-and-responsible-investments/exclusion-and-dialogue

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。

URL/添付ファイル

URL http://english.klp.no/polopoly_fs/1.39178.1513197530!/menu/standard/file/Guidelines%20for%20KLP%20as%20a%20responsible%20investor.pdf

URL/添付ファイル

URL http://english.klp.no/polopoly_fs/1.39178.1513197530!/menu/standard/file/Guidelines%20for%20KLP%20as%20a%20responsible%20investor.pdf

URL/添付ファイル

URL https://www.klp.no/om-klp/samfunnsansvar/rapporter-og-resultater

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。

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios

04.1. 組織では、投資先企業において発生するインシデントの特定と管理を行うプロセスを設定しているかどうか明示して下さい。

04.2. インシデントを管理するプロセスを説明して下さい

KLP's portfolio companies and investment universe are continuously monitored for incidents. According to pre-defined escalation process, incidents are reviewed more closely, KLP engages in fact finding, and potentially initiates dialogue with portfolio company. Exclusion might be a last resort, if incident is severe or a symptom of systematic issues, and if company is not willing or able to handle the incident and risks.
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