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Sparda-Bank Muenchen eG

PRI reporting framework 2020

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責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意] 

          Gemeinwohl-Ökonomie, https://www.ecogood.org/de

イニシアチブにおける組織の報告年度の役割（定義を参照）

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We are the first and to date only Bank in Germany publishing a "Gemeinwohl-Bilanz". We actively support the initiative´s idea and consequently evaluate all our economic actions and decisions based on the following questions: Does this serve the people? Does this benefit the environment? Does this contribute to peace?

We are part of the pioneering companies since we started publishing our first "Gemeinwohl-Bericht" in 2011. Our CEO, Helmut Lind, is an ambassador of the "Gemeinwohl-Ökonomie". Christine Miedl, responsible for Communication at Sparda-Bank München eG, functions voluntarily as a spokesperson at events and/or conferences since autumn 2018.

The former CEO is also an ambassador of the "Gemeinwohl-Ökonomie".

SG 09.2. Assets managed by PRI signatories

外部運用資産のおよそ何パーセント（±5%）がPRI署名者により運用されているかを記入してください。

100 %

SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明 

          We try to talk about the importance of sustainability in our networks and initiatives (on the level of the Federal Government, European Comission, “Zukunftsrat der Sparda-Banken Gruppe“), at conferences and events as well as on every occasion where we meet other persons and institutions. We do not only focus on general exchange and discussions but we really aim to persuade others who has not started to act sustainably. We tell them what responsible investment means to us and which economic advantage this could bring to them.

行動の頻度

説明 

          Mr. Quast is regularly speaking on industry events like https://www.institutional-money.com/index.php?id=967, http://global-arc.net/ and so on.
ESG issues are regularly an important part of the discussion.

行動の頻度

説明 

          Talked to many institutions and foundations to encourage them to sign the PRI.

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

The guiding principle for our company is that customers (and also we ourselves) should not only understand the content of favoured investments, but also be able to take responsibility for them.

Therefore, it is an essential part of our long-term strategy and our self-perception to not only manage our own assets in a sustainable way but also to offer sustainable investment options to our clients. To meet that claim step by step, we regularly come together with representatives from Union Investment to discuss and develop new sustainable investment options for clients. Union Investment is our business partner in the field of private investment options for our clients and market leader in the sector of sustainable investment funds in Germany. The company also signed the UN Principles for Responsible Investment. Since Februrary 2019, we are able to offer the sustainability fund 'PrivatFonds: Nachaltig' to our clients.

Due to our conviction of our orientation towards the 'Gemeinwohl-Ökonomie', we will continue to work intensively on adequate solutions for sustainable investments.

SG 11. Dialogue with public policy makers or standard setters

11.1. 報告年度において、責任投資を支援するために、組織が単独で、あるいは他組織との協働により、政策立案者や規制当局との対話を行ったかどうかを記載してください。

はいの場合

11.2. 使用した方法を選択してください。

11.3. （単独でまたは協働により）政府または規制当局に書面を提出した場合、その書面が一般に入手できるかどうかを記載してください。

11.4. 組織が公共政策立案者または規制当局と話し合いを行った主なテーマの概略を記載して下さい。

We have talked to members of

- The Government of the Federal Republic of Germany (=Bundesregierung)

- The Parliament of the Federal Republik of Germany (=Bundestag)

- The European Commission

 

These talks were initiated and conducted by our CEO.
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