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Tikehau Capital

PRI reporting framework 2018

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投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

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

01.3. 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。

Good governance is the main thrust of ESG analysis

The Tikehau Capital teams are convinced that corporate governance is an essential factor of performance and risk control. Model governance is based on transparent rules organising power and checks and balances. This type of governance aligns the interests of all the stakeholders (employees, executives, financiers, shareholders, the public etc.) and contribute to improve risk management. Analysis of governance quality is at the heart of all our teams' investment decisions.

The other aspects of sustainable development are also addressed: risk control and ESG performance. Our teams are particularly focused on the following criteria and risks that could jeopardise a company's performance and solvency.

Social: recruitment and retention of high quality staff, employee health and safety and social dialogue.

External stakeholder: supply chain risk management, quality control and customer satisfaction, relationships with authorities and the public.

Environment: controlling environmental risks arising from company sector and size, greenhouse gas emissions monitoring or estimation, energy consumption, air pollution, waste production and recycling.

Tikehau understandably applies to itself this requirement for good governance, ESG risk management as well as development of human capital.

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

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

URL/添付ファイル

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]

The Group definition of ESG policies and processes is presented in Section VII.1. of the 2016 Annual report (please see page 269 to 271 of the 2016 annual report available here: http://www.tikehaucapital.com/~/media/Files/T/Tikehau-Capital/publications/tikehau-ddr.pdf) 

 


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.

Tikehau Capital organizes its business activities by:

- Erecting Chinese walls to avoid potential conflicts, both physical (segregation of investment teams, offices with restricted access, etc.) and IT (passwords, servers and folders with restricted access, etc.);

- Containing the flow of private information or non-public information;

- Ensuring a segregation of the main business units: investment teams, sales department, corporate functions and internal control;

- Ensuring an efficient use of means of computer communication by employees;

- Keeping records of each operation.

Code of conduct

Employees of the firm are subject to integrity rules defined by the code of conduct, which is signed by each employee upon arrival. This code aims to ensure respect for the principles concerning the primacy of clients' interests and the prevention of conflicts of interest. Thus, each employee of the firm has the obligation to behave with loyalty and act in a fair manner for the benefit of customers.

This code of conduct defines the following policies:

- Personal account dealing policy;

- Policy on gifts;

- Written communication policy.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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