「投資運用契約におけるその他の一般的なRIの検討事項」を選択した場合、具体的に記入してください
For all asset classes we ask our managers what key ESG themes they are focussed on and what if any research has been undertaken to understand the impact to the portfolio in line with the themes or research.
We discuss voting and engagement activities and ask for examples.
05.3.
組織が設定している外部運用会社のモニタリングプロセスに関連する追加情報を記載してください。 [任意]
When reviewing external managers at the time of appointment or during the Biennial Review, they are rated with an ESG Score. They are then classified as Tier 1/2/3 relating to the priority for a follow up meeting. The follow up items from the manager assessment are also rated as high, medium or low risk. This is monitored and followed up with the manager directly or through the Portfolio Manager. We are looking to improve our manager’s scores over time by suggesting they undertake certain activities/measures where they may score below average.