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Genesis Investment Management, LLP

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 aim to generate excellent long-term investment performance in emerging market equities for institutional.

Our primary focus is on identifying and investing in high-quality companies, which we characterise as those with a persistent capacity to generate sustainable excess returns. 

ESG factors are integrated into our investment process as part of the ongoing qualitative judgement of a company’s sustainable competitive advantage. 

We are a bottom-up investor and our investment approach lends itself naturally to the integration of ESG factors at the company level.

We recognise that ESG factors can expose potential investment opportunities and risks, reflect the quality of management and impact a company’s financial performance. 

 

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]


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

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

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

02.4. Additional information [Optional].


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.

Asset management is our sole business, and we do invest on a proprietary basis.

The Firm maintains a written Conflict of Interest Policy which identifies conflicts and potential conflicts of interest faced by the Firm and the relevant controls in place to address such conflicts. The Conflicts of Interest Policy is reviewed at least annually and approved by the Group Risk Committee (which includes the CCO).

Genesis' Conflict of Interest document is available on our website.

 

03.3. Additional information. [Optional]

 

Asset management is our sole business.  We do invest on a proprietary basis.


SG 04. Identifying incidents occurring within portfolios (Private)


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