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Sompo Asset Management Co., Ltd.

PRI reporting framework 2020

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目的および戦略

SG 05. RI goals and objectives

05.1. 組織が責任投資活動に関して目的を設定して見直しを行っているかどうか、および、行っている場合にはその頻度を記載してください。

05.2. 補足情報 [任意]


SG 06. Main goals/objectives this year

06.1. 報告年度に組織として設定している責任投資の主な目的を挙げてください。

責任投資プロセス

主要パフォーマンス指標(KPI)

          The Head of Responsible Investment Office conducted lectures concerning ESG issues to our junior analysts.
        

進捗状況

Our junior analysts have better understanding of ESG matters.

主要パフォーマンス指標(KPI)

          ESG Specialist carried out lectures for portfolio managers/analysts on ESG issues.
        

進捗状況

Through sharing engagement topics and themes in overseas countries, portfolio managers/analysts got familiar with the engagement trends/possible engagement requirements from clients.

主要パフォーマンス指標(KPI)

          ESG Specialist suggested having SDGs Card Game training within the company.
        

進捗状況

ESG Specialist attended various ESG conferences including PRI in Person. The Specialist shares knowledge through study sessions towards portfolio managers/analysts. Also, the Specialist conducted a ESG study session for non-portfolio managers/analysts as well.

主要パフォーマンス指標(KPI)

          We partake in international collaborative engagement.
        

進捗状況

Sompo Japan Nipponkoa Asset Management takes part in PRI-led collaborative engagement, "Climate Action 100+".

主要パフォーマンス指標(KPI)

          ESG Specialist works closely with analysts.
        

進捗状況

ESG Specialist is in charge of capturing global trend/issues of ESG and works closely with analysts. Analysts' working with ESG Specialist enabled them to have a view of broad range of engagement topics that are in line with international agendas.

          SNAM partakes in Secretariat of Environmental Reporting Platform Development Pilot Program.
        

主要パフォーマンス指標(KPI)

          The Head of Responsible Investment Office partook in its seminar as a lecturer.
        

進捗状況

Through participating in this platform, we think that we were able to convey our perception/view of ESG to companies.

投資に係る財務業績

主要パフォーマンス指標(KPI)

          Increase the accuracy of companies' earnings forecast.
        

進捗状況

By considering ESG factors, we can increase the accuracy of corporates' earnings forecast. Thus, this entails in betterment of portfolio performance.

その他(具体的に記載してください)(1)

          To prevent the downside risks.
        

主要パフォーマンス指標(KPI)

          More than twice a year, we hold meetings with all of our analysts' participating in them. There, we discuss corporates' earnings forecast.
        

進捗状況

Through grasping the sectors' and corporates' risks, we reflect them into companies' earnings forecast. By conducting these processes, we believe that we have accurate corporate analysis. 

投資のESG特性

主要パフォーマンス指標(KPI)

          SNAM conducts ESG screening based on ESG scores provided by Sompo Risk Management Inc..
        

進捗状況

Based on the ESG scores provided by Sompo Risk Management Inc., Sompo Japan Nipponkoa Asset Management decides the investment universe for some ESG-tilted funds. 

主要パフォーマンス指標(KPI)

          SNAM's analysts engage with companies together with personnels in Sompo Risk Management Inc..
        

進捗状況

Sompo Risk Management Inc. sends questionnaires to SNAM's investee companies on various ESG themes. Specifically for the companies that do not meet our expectations, SNAM's analysts, together with the personnels in Sompo Risk Management Inc., engage with them.  

主要パフォーマンス指標(KPI)

          Based upon the request from our client, we set target for the portfolio's greenhouse gases.
        

進捗状況

For the reporting year, we did not reach the portfolio's greenhouse gas limit.

その他の活動

主要パフォーマンス指標(KPI)

          ESG Specialist attended PRI's annual conference and participated  as a member for UN Global Compact's Action Platform of Financial Innovation for the SDGs.
        

進捗状況

ESG Specialist participated in PRI's annual conference and gained insights of global ESG issues/movements. Also, the Specialist is a member of UN Global Compact-led Action Platform; Financial Innovation for the SDGs.

主要パフォーマンス指標(KPI)

          We encouraged our external managers to join PRI.
        

進捗状況

2 of our external managers which we encouraged to join PRI became members of PRI.

主要パフォーマンス指標(KPI)

          Stewardship Report
        

進捗状況

We uploaded our Stewardship Report as below (available only in Japanese):

https://www.sjnk-am.co.jp/img/institutional/stewardship2018.pdf

This document contains our stewardship activities as well as our engagement and its achievements.

 

主要パフォーマンス指標(KPI)

          We periodically demonstrate engagement and ESG incorporation to clients
        

進捗状況

For some ESG-tilted funds, we disclose what kind of companies we invest in in detail.

06.2. 補足情報 [任意]


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