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Monash University

PRI reporting framework 2020

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

成果および結果

SAM 08. Percentage of externally managed assets managed by PRI signatories (Private)


SAM 09. Examples of ESG issues in selection, appointment and monitoring processes

09.1. 報告年度において、運用会社の選定、指名やモニタリングプロセスの過程で、ESG問題がどのように対処されているかを示す事例を挙げてください。

トピックまたは問題
          Active manager investment in Adani Ports
        
実行者
資産クラス
対象範囲およびプロセス

As part of Monash’s monitoring process through the Investment Advisory Committee and external advisors, it holds an annual meeting with each fund manager. It was identified that an emerging markets active manager had a holding in Adani Ports. Monash raised concerns about the ESG credentials of the broader Adani group and expressed its preference to not hold investments in Adani or its associated entities as Monash does not think that Adani aligns with its values.

結果

The active manager advised that they are likely to be exiting from that investment.

トピックまたは問題
          Community Infrastructure Fund investment ESG profile
        
実行者
資産クラス
対象範囲およびプロセス

As part of its manager selection process, Monash reviewed the underlying assets within the Fund to confirm that it was comfortable with their ESG profiles.

結果

Manager was appointed, and funds invested in November 2019. Notably this manager has invested in a wind farm as part of the portfolio.

09.2. 補足情報 [任意]

The Investment Advisory Committee continue to probe and discuss ESG matters and processes at each annual manager presentation, including questioning active equity managers on specific industries and companies in their portfolio.


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