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La Fondation de l'Université de Sherbrooke

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


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。


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:

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。

Webelieve that ESG factor integration leads to lower risk investment portfolios and to higher performing opportunities: hence, it allows for better risk adjusted returns over the long term.

We divested from the Thermal Coal companies within our investment policy porfolio (referenced by the adoption of the MSCI Ex-Coal group of indices for all of our euquity policy benchmarks).

We are seeking disclosure from all our managers about their overall portfolio ESG factors performance assessment vs their respective benchmark, about their portfolio CO2 emission foot print relative to their own benchmark and we are looking for specific proxy voting exercice that were performed to favor any proposal that increase environmental impact measurement disclosure. We specifically request our managers to disclose quarterly on any positions that they may hold for us that are from corporations involved in the Thermal Coal indsustry.

We have set an action plan to integrate all of these measures over the next 3 to 5 years and to get our managers onboard on the disclosure request we have asked for.

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]

We developped an internal ESG factor integration assessment process of all our portfolio managers as of Dec. 31st, 2018. Esch manager was awarded a weighted average score from 0 to 3. The score given to each of our manager was submitted to our investment committee members (we consider the level of integration to be compliant when a manager gets a total average score of 2/3 or above).

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


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。

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。

02.3. 補足情報 [任意]

We are hoping to identify our reporting process with regards to our ESG integration approach over the coming months and to suggest the content of our responsible investing annual report.

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。

Our organisation has established and adopted a conflict of interest policy that all its participating committee members abid to. Also, when selecting and monitoring our extrenal investment managers, we also ensure that their organisation are also working with an internal conflict of interest policy.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)