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Keva

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Indirect – Manager Selection, Appointment and Monitoring
Listed Equity and Fixed Income Strategies [SAM 01] Selection [SAM 02 - 03] Appointment [SAM 04] Monitoring [SAM 05 - 07] Outputs and outcomes [SAM 08 - 09]
Direct - Listed Equity Incorporation
ESG incorporation in actively managed listed equities [LEI 01 - 10] Implementation processes [LEI 01 - 10] (A) Implementation: Screening [LEI 04 - 06] (B) Implementation: Thematic [LEI 07] (C) Implementation: Integration of ESG factors [LEI 08 - 10] Outputs and outcomes [LEI 12 - 13]
Direct - Listed Equity Active Ownership
Overview [LEA 01] Engagement [LEA 02 - 08] Outputs and outcomes [LEA 09 - 11]
Direct - Fixed Income
ESG incorporation in actively managed fixed income [FI 01 - 12] Implementation processes [FI 01 - 03] (A) Implementation: Screening [FI 04 - 06] (C) Implementation: Integration [FI 10 - 12] Fixed income - Engagement [FI 14 - 16] Outputs and outcomes [FI 17 - 18]
Direct - Property
Overview [PR 01] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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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 benchmarks apply to some of our passive investments which follow ESG indexes.

ESG目標 

          Managers need to adhere to our exclusion policy which covers inhumane weapons.

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 

          The benchmarks used are standard amount-weighted indices for fixed income. Our objective is to outperform the chosen benchmarks over a long horizon.

ESG目標 

          Managers need to adhere to our exclusion policy which covers inhumane weapons.

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 

          The benchmarks used are standard amount-weighted indices for fixed income. Our objective is to outperform the chosen benchmarks over a long horizon.

ESG目標 

          Managers need to adhere to our exclusion policy which covers inhumane weapons.

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 

          The benchmarks used are standard amount-weighted indices for fixed income. Our objective is to outperform the chosen benchmarks over a long horizon.

ESG目標 

          Managers need to adhere to our exclusion policy which covers inhumane weapons.

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 

          The benchmark used is an absolute return benchmark.

ESG目標 

          ESG Objectives: The exclusion list applies to external equity and fixed income only but the survey won't let us proceed if we don't tick a box for Private Equity as well.

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。 

          External FI Investments &
External Equity Investments &
Private Equity Investments: 
Review and discuss the performance and its drivers in more detail with the asset manager.

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]
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