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Christian Brothers Investment Services, Inc.

PRI reporting framework 2020

You are in Indirect – Manager Selection, Appointment and Monitoring » Appointment

指名

SAM 04. Appointment processes (listed equity/fixed income)

04.1. あなたの組織では、ほとんどのケースで、また、商品の仕組みが許す限り、運用会社の選定および・もしくは約定の一環として以下の項目のいずれかを行っているかどうかを明示してください。

04.2. 運用会社の指名において通常盛り込んでいる、ベンチマーク、目標、インセンティブ/コントロールおよび報告要件の事例を資産クラス別に記載してください。

資産クラス

ベンチマーク

ESG目標

          Our funds screen on 10 criteria, including five life ethics issues, pornography producers, three weapons screens, and tobacco.
        
          Screening criteria, reporting on the screening process, and reporting the impacts to financial performance from screens.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Bloomberg Barclays Aggregate Bond Index
        

ESG目標

          Where able to do so, apply our screens to SSA universe.
        
          Screening criteria, reporting on the screening process, and reporting the impacts to financial performance from screens.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Bloomberg Barclays Aggregate Bond Index
        

ESG目標

          Our funds screen on 10 criteria, including five life ethics issues, pornography producers, three weapons screens, and tobacco.
        
          Screening criteria, reporting on the screening process, and reporting the impacts to financial performance from screens.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Bloomberg Barclays Aggregate Bond Index
        

ESG目標

          Our funds screen on 10 criteria, including five life ethics issues, pornography producers, three weapons screens, and tobacco.
        
          Screening criteria, reporting on the screening process, and reporting the impacts to financial performance from screens.
        

インセンティブおよびコントロール

報告要件

ベンチマーク

          Bloomberg Barclays Aggregate Bond Index
        

ESG目標

          Our funds screen on 10 criteria, including five life ethics issues, pornography producers, three weapons screens, and tobacco.
        
          Screening criteria, reporting on the screening process, and reporting the impacts to financial performance from screens.
        

インセンティブおよびコントロール

報告要件

04.3. 報告要件のいずれかが満たされない場合に、組織では、以下に記載するどの措置を講じることになるのかを示してください。

04.4. 組織が設定している外部運用会社の指名プロセスに関連する追加情報を記載してください。 [任意]

          Regarding SSA securities, these investments are rolled up into CBIS-offered funds with other types of fixed income securities, and don't have the screening data available to deploy most Life Ethics-based screens. Therefore, screening activity in this area is limited. CBIS continues to re-assess how it applies Catholic screens to this category of securities and will have more to report once our securities rating program launches. We still assess all managers on screening criteria, process, methodology, and reporting, because they are typically mixing types of fixed income securities into the Fixed Income fund strategy. We have controls for managers on screening, but not incentives. Screens cannot be used as a long-term crutch regarding the financial performance of a fund and managers will not be retained if they do not perform well on both CRI criteria/screening and financial performance benchmarks. Quarterly reporting is required of all managers on screening adherence, but screening is done daily.
        

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