This report shows public data only. Is this your organisation? If so, login here to view your full report.

Genesis Investment Management, LLP

PRI reporting framework 2018

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


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/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、ならびに、ESG 要因および実体経済の影響をどのように考慮に入れているのかについて説明して下さい。

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. 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。

SG 02. Publicly available RI policy or guidance documents


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。


02.2. 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。

02.3. 組織の投資原則および全体の投資戦略が公表されているかどうかについて明示して下さい。

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. 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)