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Freeman Spogli & Co

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

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、対象を示してください。

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

01.4. 組織の責任投資アプローチをカバーする投資ポリシーの策定時に使用した基準を明示してください。

01.6. 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]


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

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。

02.4. 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。

Transactions shall be reviewed by the Investment Committee of Freeman Spogli Management Co., LLC, the general partner of Freeman Spogli.  The current members of the Investment Committee are the eleven partners of Freeman Spogli Management Co., LLC.  All investment transactions by the Funds must be approved by all of the members present at a meeting of the Investment Committee at which a quorum is present (a majority of members) after considering the applicable due diligence findings.  The Investment Committee may also approve investment transactions by written consent based on the same vote that would have been required to authorize such action at a meeting held in person.  Upon receipt of the Investment Committee’s approval to purchase, the Chief Compliance Officer or his designee will conduct a review to verify that the transaction is in the best interest of the applicable Fund and is consistent with that Fund’s investment strategy and restrictions.

03.3. 補足情報。 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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