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Imara Holdings Limited

PRI reporting framework 2018

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. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

We believe that detailed bottom-up research allows us to identify corporate champions that beat competitors to the consumer's wallet with superior brands, technology and infrastructure. We do not slide down the quality curve purchase cheap companies. 

We implement our philosophy with a systematic and repeatable in-house process. The process uses both qualitative and quantitative inputs to identify our best ideas with the final allocation decided based on rigorous debate amongst the team and subject to the investment mandate. 

ESG is incorported into our process through two methods:

  • Best in class selection: Preferring companies with better ESG performance relative to peers. We assign scores on our companies based on various ESG factors, this database is updated annually.  
  • ESG integration: Evaluate each company individually and add ESG alongside traditional valuation methods. We have a research process that is focused on identifying good quality companies, naturally there is an overlap with ESG. We look at each company and identify ESG that are important to each company, Govenrnance is of particular importance to us given the markets we operate in. We do not compromise on this in order to buy a cheap company. 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

No exceptions. 


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. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

File Attachment

URL/Attachment

File Attachment

URL/Attachment

File Attachment

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

02.4. Additional information [Optional].

Our Proxy Voting Policy is available on request.


SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Imara's Conflicts of Interest Policy sets out the principles and guidelines for identifying, managing, recording, and where relevant, disclosing existing or potential conflicts. All actual or potential conflicts of interest and mitigating actions are documented.

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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