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Pathfinder Asset Management

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

Exclusions policy is in line with the WHO Framework Convention on Tobacco Control, 2003

Acknowledges a range of controversial weapons legislation including Convention on Cluster Munitions, 2008, Cluster Munitions Prohibition Act (NZ) 2009 and the
Ottawa Treaty (Mine Ban Treaty), 1997.

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

We take a long-term approach to investing. We believe that this will produce better risk weighted returns for our investors than focusing on a short-term horizon. 

Given we are investing for the long term, we want to invest in a way that is consistent with our values as a fund manager.  We want to avoid (or positively engage with) companies that cause harm to individuals, society or indeed the planet.

Considering all operational risks over a long-term horizon means investors must include Environmental, Social and Governance (ESG) factors in their investment process.  We believe that companies that score highly on ESG metrics will likely perform better than low scoring companies over long time periods. We’d like to reward companies that adopt and implement sound long term practices.

In short, we believe investing in a socially responsible manner will lead to better investment outcomes for our investors and better outcomes for society generally.

 

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

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.

Conflicts of Interest, both real and perceived are taken very seriously by Pathfinder.

Running a best practice and ethical business requires that these situations are (a) identified and acknowledged and then (b) reviewed and debated. Specific action must be taken to ensure the best interests of investors, staff, shareholders and other stakeholders are protected.

Full disclosure is the primary defense against COI situations. Board members and staff are all individually responsible for identifying potential COI situations. Each is required to notify the Board of any potential situation where a CIO may arise.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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