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TriLinc Global, LLC

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

          Impact metrics policy using IRIS
        

other (2) description

          Sustainability/Impact Report, independently reviewed
        

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.

TriLinc seeks to generate competitive financial returns and positive economic, social and/or environmental impact by providing access to trade financing and growth stage loans to SMEs, primarily in developing economies, with the intent to provide both a competitive financial return and a positive measurable impact through promoting inclusive and sustainable economic growth. TriLinc borrower companies must not be engaged in activities that appear on the IFC Exclusion List and must attest compliance to local labor and environmental laws and regulations. TGIF’s impact thesis is centered on the notion that SMEs are both the foundation and building blocks for sustained economic development as they: 1) create quality jobs; 2) provide stable and growing incomes; 3) pay taxes to local government institutions through increased revenue and profit; 4) drive local production of quality goods and services; and 5) propel growth of the middle class in their communities. At the borrower company level, the projected social and/or environmental impact outcomes are dependent on the type of business and the impact objective(s) selected by each borrower company. In general, borrower company beneficiaries have included employees, the local labor pool, low-to-middle income consumers (individuals), agricultural producers, local suppliers and contractors, and retail and/or manufacturing businesses.

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]

TriLinc seeks to demonstrate the power of private capital in helping to solve some of the world's pressing socioeconomic and environmental challenges. We are committed to creating and managing institutional-class impact funds that attract private capital at scale, and to investing, monitoring and reporting financial and impact performance. Our goal is to advance systemic change by investing with the intention to drive economic growth, social advancement and environmental sustainability, while seeking market-rate returns.

With oversight from its Sustainability and Impact Committee, TriLinc incorporates the following impact procedures into its investment process:

1. Outcomes and Metrics Identification - Identification of desired outcomes and appropriate corresponding metrics for meaningful measurement of economic development, social advancement and environmental protection 2. Independent due diligence on ESG and impact attributes of borrower companies and preparation of borrower company-specific reports to be incorporated in the discussion of potential deals. 3. Review and approve Category A investments. 4. Portfolio Management Platform Integration - Incorporation of impact metrics into portfolio management platform to analyze progress toward impact objectives alongside financial performance 5. Review impact trend analysis of financed investments to identify gaps and opportunities. 6. External Reports Creation - External reporting of impact results at the portfolio-level, as well as for each investment


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

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

Other, specify (1) description

          Impact metrics policy using IRIS
        

URL/Attachment

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

URL/Attachment

URL/Attachment

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

02.4. Additional information [Optional].

TriLinc investment policies and procedures, ESG and Impact screens and assessments are available upon request. https://www.trilincglobal.com/contact/


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.

The Policy for the sponsored Funds are:

Investment Committee (IC) members have a duty of loyalty that precludes them from being influenced by motives other than the accomplishment of the Fund’s mandate.

Procedure:

In all matters, IC members must conform and act pursuant to the documents and instruments establishing and governing the Funds and, notwithstanding any provision of law, no IC member will vote or participate in the determination of any matter in which the IC member (or any member of their immediate family) shall receive a special private gain.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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