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Sitra

PRI reporting framework 2020

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 (Not Applicable)


SG 17. ESG issues for externally managed assets not reported in framework

17.1. 組織外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

When making new investments and selecting funds we analyse the fund management company´s responsible investment prosesses. It is a prerequisite for an potential investment that the fund manager has a responsible investment policy that is aligned with ours. We also encourage fund manager to sign UN Principles for Responsible Investment. The activities of asset managers are regularly evaluated in discussions with them.

債券 - 社債(金融)

When making new investments and selecting funds we analyse the fund management company´s responsible investment prosesses. It is a prerequisite for an potential investment that the fund manager has a responsible investment policy that is aligned with ours. We also encourage fund manager to sign UN Principles for Responsible Investment. The activities of asset managers are regularly evaluated in discussions with them.

プライベートエクイティ

When making fund investments and selecting funds we analyse the fund management company's responsible investment prosesses. It is a prerequisite for an potential investment that the fund manager has a responsible investment policy that is aligned with ours. We also encourage fund manager to sign UN Principles for Responsible Investment. The activities of asset managers are regularly evaluated in discussions with them.

不動産

When making new fund investments and selecting funds we analyse the fund management company's responsible investment prosesses. It is a prerequisite for an potential investment that the fund manager has a responsible investment policy that is aligned with ours. We evaluate also how energy consumption is monitored and if energy effiency is improved. We also encourage fund manager to sign UN Principles for Responsible Investment. The activities of asset managers are regularly evaluated in discussions with them.

インフラ

When making new investments and selecting funds we analyse the fund management company´s responsible investment prosesses. It is a prerequisite for an potential investment that the fund manager has a responsible investment policy that is aligned with ours. We also encourage fund manager to sign UN Principles for Responsible Investment. The activities of asset managers are regularly evaluated in discussions with them.

森林

We ask and discuss with the fund manager about their ESG strategy and how do they integrate it into investment decisions. It is a prerequisite for an potential investment that the fund manager has a responsible investment policy that is aligned with ours. The activities of asset managers are regularly evaluated in discussions with them.

包括的な金融

We ask and discuss with the fund manager about their ESG strategy and how do they integrate it into investment decisions. It is a prerequisite for an potential investment that the fund manager has a responsible investment policy that is aligned with ours. The activities of asset managers are regularly evaluated in discussions with them.

短期金融市場商品​

When making new investments and selecting funds we analyse the fund management company´s responsible investment prosesses. It is a prerequisite for an potential investment that the fund manager has a responsible investment policy that is aligned with ours. We also encourage fund manager to sign UN Principles for Responsible Investment. The activities of asset managers are regularly evaluated in discussions with them.

17.2. 補足情報 [任意]

Sitra´s responsible investment policy covers all asset classes. The minimum requirement for fund investments is that the asset manager has signed the PRI or has a responsible investment policy. Sitra primarily selects funds and fund managers who are both successful and accountable partners.

Fund managers are required to take the Principles for Responsible Investment into account in their investment strategies, processes and, ultimately, their investment decisions and their practices concerning engagement and active ownership. We require our asset managers to actively monitor companies’ ESG issues as part of their investment activities. Similarly, we require our asset managers to consider the ESG issues of bond issuers and governments, meaning that the integration of ESG must cover Sitra’s entire investment universe

Investments may be excluded on the basis of their industry, possible breaches of international standards and the fund domiciles. We screen fund portfolios annually for industries and for international breaches of standards.

The activities of asset managers are regularly evaluated in discussions with them. Responsible investing procedures are monitored annually via asset manager meetings or by asset manager questionnaires. The purpose of monitoring is to obtain information on best practices and areas for improvement.

 

 

 

 

 

 

 


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