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Martin Currie Investment Management

PRI reporting framework 2018

You are in Organisational Overview » Basic information

基本情報

OO 01. Signatory category and services

01.1. 組織が提供しているサービスおよびファンドを選択してください。

運用資産(AUM)に占める割合(%)

投資マネージャーが(上記のオプションに加えて)選択できます。

01.2. 組織のヘッジファンド戦略と分類を記述してください。 [任意]

ヘッジファンドの選択肢

01.3. 追加情報 [任意]

We are active equity specialists, crafting high-conviction portfolios for client-focused solutions. Investment excellence is at the heart of our business. Central to this philosophy is a stock-driven approach, based on in-depth fundamental research, active ownership of companies and skilled portfolio construction. As an affiliate of Legg Mason, we also have the backing of one of the world’s largest asset management firms.

Our five key differentiators are:

Driven by our belief in fundamental research

Long-term investing captures equity growth from high-quality opportunities at sensible valuations.

Committed to high-conviction active management

Rigorous research complements strong valuation discipline, with an independent and dynamic risk function.  

Differentiated stewardship and ESG approach

Effective stewardship of our clients’ capital through active ownership and industry-leading ESG analysis.

Delivering tailored equity solutions

Investment solutions giving clients the outcomes they need: Market Aware; Long-Term Unconstrained; Sustainable Income & Growth; and Absolute Returns.

Benefiting from strong corporate backing

Corporate strength and stability combines with a long history of international equity investing.

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OO 02. Headquarters and operational countries

02.1. 組織の拠点がある場所を選択してください。

United Kingdom

02.2. オフィスが所在している国数を記載してください(本部を含む)。

02.3. 組織が正規雇用しているスタッフのおおよその人数を記載してください。

186 正規職員

02.4. 補足情報 [任意]

This figure includes team members from Martin Currie Australia (MCA). Members of this team are employees of Legg Mason Asset Management Australia Limited (LMAMAL), a subsidiary of the Legg Mason group. MCA operate in line with Martin Currie processes and policies and report into the Martin Currie operating structure.


OO 03. Subsidiaries that are separate PRI signatories

03.1. 組織内に単独でPRI署名者となっている子会社があるかどうかを記載してください。

03.3. 補足情報 [任意]


OO 04. Reporting year and AUM

04.1. 報告年度の最終日を記載してください。

31/12/2017

04.2. 報告しないことを選択した子会社を除き、報告年度末のAUM合計を記載してください。

Total AUM
10億 100万
Currency
Assets in USD
10億 100万

04.5. 補足情報 [任意]


OO 06. How would you like to disclose your asset class mix

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。

06.1. どのように資産クラス構成を開示したいかについて記載してください。

組織内で運用
組織外で運用

 

上場株式 >50% 93 0 0
債券 0 0 0 0
プライベートエクイティ 0 0 0 0
不動産 0 0 0 0
インフラ 0 0 0 0
コモディティ 0 0 0 0
ヘッジファンド <10% 7 0 0
森林 0 0 0 0
農地 0 0 0 0
包括的な金融 0 0 0 0
現金 0 0 0 0
その他(1)(以下に具体的に記入してください) 0 0 0 0
その他(2)(以下に具体的に記入してください) 0 0 0 0

06.2. 添付の画像に従って組織の資産クラス構成を公表する

06.3. AUM資産クラス分割について説明する情報を記載してください。 [任意]


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market

09.1. 組織のAUMの内訳を市場別に示してください。

 

先進国市場

  Emerging, Frontier and Other Markets
Total100%

09.2. 補足情報 [任意]

As active equity specialists, we build global, stock-driven portfolios based on bottom-up fundamental research. We recognise that while analysis of near-term prospects for a company will always be important, the majority of the value of a company lies in its ability to generate sustainable long-term returns.

By examining governance and sustainability factors in every company we research, we develop a deeper understanding of the companies we invest in and higher conviction in their ability to outperform over the long term for our clients.

We approach responsible investment in three ways:

Integration

Consideration of ESG factors is fully integrated into our investment process, having been a standard component of our stock research template since 2009. Far from a tick-box exercise, this information is exposed to peer review as part of our process for building an investment case. As with the fundamental analysis of financial factors, we only focus on ESG factors that are relevant and material to the investment case.

Active ownership

Active ownership or 'monitoring and engagement' are essential parts of being a shareholder. It allows us improve our understanding of investee companies and their governance structures and make informed voting decisions. The materiality and immediacy of a given issue will generally determine the level of our engagement.

Exclusionary screening

We work with a number of segregated clients, tailoring their portfolio to avoid securities of specific companies or countries based on their ethical or values based concerns. The most common exclusions are no involvement in tobacco products, alcohol, armaments, cluster munitions, nuclear and contraception. We do not have a house policy on this but will incorporate specific requests from our clients.


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