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SVM Asset Management Limited

PRI reporting framework 2020

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You are in Strategy and Governance » Asset class implementation not reported in other modules

他のモジュールで報告されていない資産クラスの実施

SG 16. ESG issues for internally managed assets not reported in framework

組織内で運用される資産のうち、特定のPRI資産クラスモジュールがまだ開発されていない、または資産が最小基準値を下回るために報告する必要がない資産のESG問題への対処方法を説明してください。

資産クラス

実施しているプロセスおよび達成した成果または結果
債券 - SSA

For sovereign debt analysis SVM utilises external sources such as the OECD to reflect the principles of our ESG house template into country research allowing us to integrate environmental, societal and governance concerns into the fixed income investment process. Engagement at a governmental level is seen as ineffective for a company the size of SVM and we channel any relevant issues through the engagement process we conduct with opinion formers and influencers in the corporate world and seek feedback where appropriate.

プライベートエクイティ

We adopt the same approach as we do for our listed equities. This involves the completion for every investment of an ESG template which encompasses a broad range of ESG metrics. This in turn allows us to place an ESG score on each investment which reflects the risk profile of the companies involved. This allows investment managers to incorporate ESG risk or opportunity into their investment process by way of an enhanced discount factor, adjusted valuation multiple and/or portfolio weighting. Furthermore, the data and scores can be aggregated to the portfolio level to give the individual managers a top down view of their portfolio from an ESG perspective.
ヘッジファンド・デューデリジェンス質問

責任投資原則のヘッジファンド・デューデリジェンス質問に回答したかどうか示してください。

ヘッジファンド​

We adopt the same approach as we do for our listed equities. This involves the completion for every investment of an ESG template which encompasses a broad range of ESG metrics. This in turn allows us to place an ESG score on each investment which reflects the risk profile of the companies involved. This allows investment managers to incorporate ESG risk or opportunity into their investment process by way of an enhanced discount factor, adjusted valuation multiple and/or portfolio weighting. Furthermore, the data and scores can be aggregated to the portfolio level to give the individual managers a top down view of their portfolio from an ESG perspective.

16.2. 補足情報 [任意]

SG 17. ESG issues for externally managed assets not reported in framework (Not Applicable)

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