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METROPOLE Gestion

PRI reporting framework 2020

You are in Strategy and Governance » Objectives and strategies

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)

          Investment and sales team members have been trained on ESG incorporation during the reporting year.
        

進捗状況

Ongoing. All the investment team members take part in company visits / interviews on ESG topics and reinforce their knowledge on this occasion. The funding of the research chair of University of Auvergne makes it possible for all investment team members to get sound knowledge of ESG issues and methodologies.

Sales team and control team are also updated on any improvement or changes implemented by the fund management team in their ESG processes.

主要パフォーマンス指標(KPI)

          Investment and sales team members have been trained on our engagement policy during the reporting year.
        

進捗状況

Ongoing. All the investment team members take part in company visits / interviews on ESG topics and reinforce their knowledge on this occasion. The funding of the research chair of University of Auvergne makes it possible for all investment team members to get sound knowledge of ESG issues and methodologies.

Sales team and control team are also updated on any improvement or changes implemented by the fund management team in their ESG engagement processes.
 

主要パフォーマンス指標(KPI)

          All the ESG and SRI documents are updated and made available to the staff.
        

進捗状況

The related ESG / SRI web pages containing these documents have been refreshed and centralised together in an ESG documentation appendix.

主要パフォーマンス指標(KPI)

          Minutes of the ESG interviews with companies are drafted.
        

進捗状況

All the investment team members take part in company visits / interviews on ESG topics and reinforce their knowledge on this occasion. 

Beyond our engagement through direct dialogue with companies and thematic engagement, we reinforced this reporting year our engagement by starting a collaborative engagement through the CDP participating to the "Non disclosure Campaign".

主要パフォーマンス指標(KPI)

          Extension of integration of ESG criteria to products, carbon footprint to all our equity funds, creation of a climate scoring improved in 2020 onwards.
        

進捗状況

ESG criteria and carbon footprint calculated for all equity funds.

Climate scoring available for equity funds.

投資に係る財務業績

その他(具体的に記載してください)(1)

          Our ESG approach is a risk-reduction approach and an engagement approach to prompt companies to change.
        

主要パフォーマンス指標(KPI)

          
        

進捗状況

投資のESG特性

その他(具体的に記載してください)(1)

          Having a Best-in-class / Best effort approach, our engagement aims to incite companies to make progress in the implementation of CSR practices.
        

主要パフォーマンス指標(KPI)

          No KPI as this is not quantifiable.
        

進捗状況

その他の活動

主要パフォーマンス指標(KPI)

          Became TCFD signatories in 2019 and participated to the "Non Disclosure Campaign" of the CDP
        

進捗状況

Introducing a climate score following the TCFD recommandations to be improved in 2020 as companies are improving their disclosure following our engagement.

主要パフォーマンス指標(KPI)

          Various case studies are available every year in our engagement report and our impact reporting.
        

進捗状況

主要パフォーマンス指標(KPI)

          Engagement report showing effective results / investment cases.
Impact reporting for our equity funds.
        

進捗状況

06.2. 補足情報 [任意]


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