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Montagu Private Equity

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

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。

Montagu, as an AIFM and FCA registered entity, is required to identify and manage conflicts
of interest which arise or may arise in its business. Montagu’s investment
professionals are not directly remunerated on the basis of specific investment recommendations and Montagu obtains investment research only from independent providers of
investment research and analysis to ensure that when they make investment
decisions/recommendations they are not influenced by any conflicts of interest.

Montagu personnel must gain the prior agreement in writing of the Chief Executive if they
wish to enter into a business partnership, take up an external (non-Montagu
related) directorship, engage in any other business, and/or take any
remunerative position outside Montagu.

All Montagu Staff should inform the Company Secretary and the Compliance
Officer of any directorships or other offices held by them. Montagu will maintain
a database of all such interests to enable it to identify and manage any actual
or potential conflicts of interest that may arise as a result. Potential conflicts
arising from the holding of an external office by Montagu Staff will be managed
by disclosure where possible and appropriate.

03.3. 補足情報。 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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