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NewAlpha Asset Management

PRI reporting framework 2020

You are in Organisational Overview » Asset class implementation gateway indicators

ゲートウェイ資産クラス実施指標

OO 10. Active ownership practices for listed assets

10.1. 報告年度において組織が実施した積極的な保有活動(アクティブ・オーナーシップ)を選択してください。

上場株式 – エンゲージメント

上場株式 – 議決権行使

10.3. 議決権を行使しない理由を示してください。

NewAlpha is a fund of funds manager with some of its investment vehicles dedicated to Listed Equity funds. As such, NewAlpha does not directly manage Listed Equity funds. 


OO 11. ESG incorporation practices for all assets

11.1. 投資決定や積極的な保有の実務に(報告年度中に)ESGの組み入れを行った組織内で運用される資産クラスを以下から選択してください。

プライベートエクイティ

報告年度中に組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有に取り組んだ場合は、組織外で運用される資産クラスを選択してください。
アセット・クラス
組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有
上場株式

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

ヘッジファンド

組織外の運用会社の選定、指名や、モニタリングプロセスにおいてESGの組み入れや積極的な保有

11.4. 投資マネジャーの選定、任命、モニタリングプロセスに、投資に関する考慮事項がどのように含まれているかを簡単に説明してください。

- SELECTION NewAlpha's fund selection process includes an extensive due diligence (questionnaires and on-site visit). This due diligence includes a segment dedicated to the application of ESG criteria and SRI logic implementation efforts. This part was developed with the help of La Française (NewAlpha's main shareholder and active member of the PRI), as well as some of the tools made available by the PRI (Hedge Fund DDQ).


- APPOINTMENT As of today, NewAlpha has not implemented responsible investment considerations in the structuring of its investment deals with investment managers. However, NewAlpha is currently finalizing a partnership with EthiFinance (an extra-financial analysis and consulting agency specializing in the management of risks and opportunities related to sustainable development - https://www.ethifinance.com/) to create an ESG scoring chart for each investment firm going through NewAlpha's selection process. In the event of the selection process being completed, each investment firm will contractually commit to maintaining and improving this scoring.


- MONITORING NewAlpha currently monitors responsible investment considerations for over 25% of its externally managed AUM, through the calculation of the EcoSocial Footprint of its Emergence Actions fund, via a partnership with La Financière Responsable, as well as the calculation of the Carbon Footprint of its Emergence Actions II fund, with La Française Inflection Point proprietary methodology. With its planned partnership with EthiFinance (see above), NewAlpha will start monitoring between 50 and 80% of its total AUM (externally and internally managed) in the coming year

NewAlpha implements a responsible investment approach. 
This approach is materialized at different stages of the investment process:
- Integration of ESG criteria in the selection of both management companies and funds;
- Raising the awareness of accelerated companies and assisting them in implementing an ESG action plan;
- Production of extra-financial reporting on selected funds;
- Evaluating the impact of the investments made on the progress of the selected managers on ESG issues using key measurable indicators.

This approach has been in place for several years and tends to be reinforced each year. Some key dates :
- 2016: inclusion of ESG questions in proprietary due diligence questionnaires;
- 2017: signature of the PRIs and first extra-financial reporting on the EMERGENCE SICAV with the Eco Social Footprint in cooperation with La Financière Responsable (company accelerated by Emergence).
- 2018: publication of a CSR charter.


OO 12. Modules and sections required to complete

12.1. 自主的な報告を希望される場合には、該当するするモジュールやセクションを以下のリストから選択して下さい。組織のAUMの10%以上を占める資産クラスについてのみ報告が義務付けられています。

中核的なモジュール

直接またはサービスプロバイダーを経由したRI実施

自己運用 - 専用のモジュールがあるその他の資産クラス

外部の運用会社を経由したRI実施

委託 - 組織外の運用会社の選定、指名、モニタリング

終了モジュール

12.2. 補足情報 [任意]


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