This report shows public data only. Is this your organisation? If so, login here to view your full report.


PRI reporting framework 2020

Export Public Responses

You are in Organisational Overview » Asset class implementation gateway indicators


OO 10. Active ownership practices for listed assets

10.1. 報告年度において組織が実施した積極的な保有活動(アクティブ・オーナーシップ)を選択してください。

上場株式 – エンゲージメント

上場株式 – 議決権行使

債券 - 社債(非金融) – エンゲージメント

OO 11. ESG incorporation practices for all assets

11.1. 投資決定や積極的な保有の実務に(報告年度中に)ESGの組み入れを行った組織内で運用される資産クラスを以下から選択してください。


債券 - 社債(非金融)





11.4. 投資マネジャーの選定、任命、モニタリングプロセスに、投資に関する考慮事項がどのように含まれているかを簡単に説明してください。

When Trecento AM carries out an external manager selection process, the screening process includes a key criteria: whether the external asset manager incorporates an ESG ou SRI approach in its investment strategy. If the external manager does not, it is excluded from the list of potential external asset managers.

We then analyse how the responsible investment considerations are implemented by each asset manager to ensure that they are incorporated in each step of the investment cycle: screening, selection and monitoring of investments, engagement with issuers and voting practices. This process is done by both reviewing public documents of the asset manager and the targeted funds as well as engaging with the management teams to better understand their process and ask specific questions. We analyse exclusion policies, ESG integration policies, engagement and vote policies, transparency codes and all other documents that can help us understand, categorise and rank the SRI policy of the external asset manager.

On an ongoing basis, we then monitor the ESG/SRI performance of the external asset managers' funds that we have invested in, by reviewing their periodic reportings and engaging in-person with their management teams and especially the ESG/SRI analysts.

11.5. 組織外で運用されるプール型ファンドについて、指名またはコミットメント・プロセスの一部として期待値を設定する他の仕組みについて記載してください(任意)。

Before investing in an externally managed pooled funds, we have carried out the selection process and reviewed the asset manager's SRI strategy, usually by directly engaging with the management team of the funds we are interested in. We have therefore discussed our expectations with this management team and be clear on the fact that we are investing based on the described ESG/SRI approach. We request specific ESG/SRI reporting to closely monitor the extra-financial performance of the funds and conduct periodic engagement with the ESG/SRI analysts or managers to review their analysis criteria and strategy.

OO 12. Modules and sections required to complete

12.1. 自主的な報告を希望される場合には、該当するするモジュールやセクションを以下のリストから選択して下さい。組織のAUMの10%以上を占める資産クラスについてのみ報告が義務付けられています。



自己運用 - 上場株式の組入れ

自己運用 - 上場株式の積極的な保有

自己運用 – 債券

自己運用 - 専用のモジュールがあるその他の資産クラス


12.2. 補足情報 [任意]