ESG Trends and Hot Topics / 最近の各国の動きなどまとまっています
最近の各国の動きなどまとまっています。整理するにちょうど良いでしょう。
EU, FCA,SECのESG投資の監視強化が日本にもすで強化されてきています。
FCAの7月のリリース ”Authorised ESG & Sustainable Investment Funds: improving quality and clarity” では、
Overarching principle: Consistency
Principle 1. The design of responsible or sustainable investment funds and disclosure of key design elements in fund documentation
Principle 2. The delivery of ESG investment funds and ongoing monitoring of holdings
Principle 3. Pre-contractual and ongoing periodic disclosures on responsible or sustainable investment funds should be easily available to consumers and contain information that helps them make investment decisions
Principle2の以下にあるように、多くのファンドがESG integrared しているが安易にESGという名前を付けてはダメということですね。まあ付けないですけどね。
Where a fund integrates ESG considerations into mainstream investment processes (with no material ESG orientation in the fund design/strategy), we do not expect to see prominent ESG claims in the fund’s name or documentation, or ESG positioned as a key part of that fund’s offering.
スチュワードシップはその通りです。
Stewardship approach: Where stewardship is part of an active investment strategy, it should be clear how monitoring, engagement and voting activity in respect of ESG/sustainability matters are integrated with investment decisions, and how escalation and divestment decisions are made.
