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Fortius Fund Management

PRI reporting framework 2020

You are in Direct - Property » Post-investment (monitoring and active ownership)



PR 08. ESG issues in post-investment activities

08.1. 組織の不動産資産に関連する投資後の活動において、組織やプロパティマネジメント会社がESG問題を考慮しているかどうかを記載してください。

08.2. 組織の不動産資産に関連する投資後の活動において、組織やプロパティマネジメント会社が以下のESG問題を考慮しているかどうかを記載してください。

08.3. 組織の不動産資産に関連する投資後の活動において、組織やプロパティマネジメント会社がESG問題をどのように考慮しているかを説明してください。

Our team is determined to deliver long term, sustainable investment performance. As such, ongoing identification, analysis and management of ESG risks and opportunities is undertaken as part of the active asset and property management of our clients’ investments.

The below are a set of tools and processes to assist in our active management of investment risk:

  • Life cycle audits are regularly undertaken to provide a better understanding of an asset’s “biological” age based on its current state of repair;
  • An environmental strategy is typically completed for every asset within the FFM managed portfolio. The strategy, which is aligned to the overall asset strategy, sets performance standards benchmarked using the NABERS (National Australian Built Environment Rating System) ratings;
  • Industry best standard monitoring and tracking of an asset’s operations, providing real-time information on electricity and water usage, and carbon production. This tool provides our Property Managers with the information to act quickly and decisively in the management of our clients’ investments;
  • In depth research, including demographic analysis and tenant satisfaction surveys;
  • Regular performance analysis, taking into account ESG risks and opportunities, including monitoring progress against environmental performance targets and compliance with legislative and internal policy requirements; and
  • Site specific risk assessments undertaken by expert consultants to identify health and safety risks.

In using the above, we are better able to understand where to position the asset in its competitive marketplace in terms of presentation standards, target rents and tenants. We believe that we are better positioned to more accurately forecast future capital requirements and can make more informed buy, hold, develop and sell recommendations to our clients.

It is our view that the management of assets according to a strategy that takes into consideration ESG risks and opportunities, ensures that long-term, sustainable performance is achieved for our clients.


PR 09. Proportion of assets with ESG targets that were set and monitored

09.1. 報告年度において組織またはプロパティマネジメント会社が管理する不動産資産のうち、ESGの目標(KPIなど)を設定し、モニタリングした不動産資産の割合を示してください。


09.2. 組織やプロパティマネジメント会社では、主として、どのESG問題を対象にどのような目標(KPIなど)を設定のうえ進捗をモニタリングしているのか明示してください

          Maintain or improve asset NABERS Rating
          NABERS rating has been maintained or improved across all assets
          Zero Workplace Health and Safety internal issues
          Fortius has had no internal WH&S issues during FY19
          Compliance with legislation
          Fortius is currently compliant with all legislation

09.3. 補足情報 [任意]

PR 10. Certification schemes, ratings and benchmarks (Private)


PR 11. Proportion of developments and refurbishments where ESG issues were considered

11.1. 実施中の不動産開発および大規模改築の中で、ESG問題が考慮されている割合を示してください。


11.2. 組織の不動産の開発および大規模改築において、以下のESGが通常検討され、モニタリングされているかを明示してください。

11.3. 補足情報 [任意]


PR 12. Proportion of property occupiers that were engaged with

12.1. 報告年度において組織やプロパティマネジメント会社がESG問題についてエンゲージメントを行った不動産入居者の割合を明示してください。


12.2. 以下の実務および分野の内、組織やプロパティマネジメント会社にとって入居者とのエンゲージメント活動の一部となっている主なものを明示してください。

12.3. 補足情報 [任意]

PR 13. Proportion of green leases or MOUs referencing ESG issues

13.1. 報告年度におけるグリーンリースを使用した賃貸契約の割合、またはESG問題に言及した覚書(MoU)の割合を記載してください。


13.2. 補足情報 [任意]