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Christian Super

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

その他の説明 (1) Impact Measurement & Management

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

Christian Super maintains an Investment Belief Statement containing twelve beliefs ranging from our belief in Time Horizons, to Market Inefficiencies. Included within the Investment Belief Statement is our beliefs around Reponsible Investment, which are copied below.

"Responsible Investment is consistent with fiduciary duty. 

The ability of an investment to deliver return to investors depends on a long-term ability to generate earnings. Companies that operate in a responsible, sustainable and ethical manner are better placed to perform well now and into the future. Companies that take excessive social, environmental, governance or ethical risk are likely to exhibit downside if those risks eventuate.

Additionally, we have a responsibility to invest in ways that are consistent with the values held by our members. We also recognise the important role the superannuation system plays in society, as part of public policy and in the domestic economy."

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

To guide and actualise our investment beliefs, we maintain several complementary policies: Negative Screening Policy, Active Ownership & Engagement Policy, ESG Integration Policy, Impact Investing Policy, and an Ethical Investment Charter. These aforementioned policies are approved by Christian Super's Trustee Board regularly, and cover all products offered to members/ clients. 

01.6. 補足情報 [任意]

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

02.3. 補足情報 [任意]


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

In accordance with APRA Prudential Standard SPS 521 – Conflicts of Interest, as a Registrable Superannuation Entities, Christian Super has a board approved conflicts management framework. We consider effective management of conflicts can be achieved using a number of mechanisms. These are listed below in the order that reflects Christian Super’s preferred method for dealing with such matters:

  1. Avoiding conflicts of interest;
  2. Controlling conflicts of interest; or
  3. Disclosing conflicts of interest.

Accordingly responsible officers or employee must not engage in any situation, arrangement or transaction which gives rise to a conflict of interest, without the approval, either through provisions contained within the Conflicts Management Policy or express approval.

Where a responsible officer becomes aware of a conflict of interest in a related party transaction, they may have such a conflict of interest if, and only if, the Trustee Board, having been notified by the responsible officer in accordance with this framework’s disclosure requirements, passes a resolution permitting the responsible officer to have that conflict of interest or an interest in that related party transaction.

Additionally, all investment staff are required under the Fund's Trading Policy to disclose personal investments and to limit particular types of trading activity.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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