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J O Hambro Capital Management Group

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。

other (1) description

          FRC Stewardship code
        

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]

J O Hambro Capital Management Limited (JOHCM) is a ‘boutique’ investment management company with a culture of encouraging fund manager flexibility. Our fund managers are believers in the value of meeting company management and see hundreds of companies each year. The principles of the FRC Stewardship Code are considered at this point; they are integrated in investment decision-making, rather than being devolved to a separate team. We believe that this results in better investment decisions for clients and allows our investment teams to incorporate all relevant factors in their conclusions. In some cases this process leads to bilateral engagement on specific strategic and governance issues; examples are outlined below.

 

We target engagement activities specifically, in the belief that this approach yields the best results for our clients’ portfolios and makes the most efficient use of our fund managers’ time.

 

We are always happy to discuss our investors' ESG views with clients.


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

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。

http://infopoint/int/compliance/Compliance%20Images/JOHCM%20Group%20Conflicts%20of%20Interest%20summary%20client%200114.pdf

03.3. 補足情報。 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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