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Ownership Capital

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 believe asset managers should act as owners. We create value by identifying high-quality companies and engaging directly with them to encourage long-termism, strong corporate governance and sustainability leadership. We are convinced that high-quality companies with the best corporate citizenship will be the most profitable over the long term. Therefore, we fully integrate extra-financial factors (including environmental, social and governance) into our financial framework. Our view is that engagement is particularly effective if undertaken over the long term in partnership with management. We therefore invest and engage with a ten-year investment horizon. Our portfolio is comprised of 20-25 high-quality companies. This focused approach allows us to gain a deeper understanding of investee companies and engage with management teams. We help investors meet their responsibility to act in the long-term interests of their beneficiaries and invest across generations by engaging with the companies they own to enhance their long-term success. Our pension fund heritage means we understand the unique challenges facing asset owners with long-term liabilities and our track record demonstrates that we have a history of delivering consistent performance to meet and exceed those obligations.

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.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

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].


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.

Ownership Capital operates under the guidelines of the International Corporate Governance Network. As such, the highest standards of corporate governance are embedded in our daily portfolio management and investing activities as well as our relations towards our clients. Conflicts of interest with our clients are rare and unique in nature. Should they arise, they are discussed on a case-by-case basis with the specific client given the specific situation. 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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