PM CAPITAL defines Responsible Investment (RI) as follows, RI is an investment process that considers the governance, social and environmental consequences of investments, both positive and negative, within the context of rigorous financial analysis.
In our RI policy, we address:
PM CAPITAL'S Philosophy on RI; and
How ESG matters are incorporated into investment and voting decisions.
The following factors should be given due consideration (but are not limited to) in the context of overall assessment of a company's risk management framework, including ESG matters.
Key issues identified during the research process should be referenced and, if significant, discounted in the company valuation or target entry/exit price.
Significant ESG issues should be incorporated in Key Issues & Questions and the Investment Summary documents for active monitoring and engagement with the company.
1. Board Structure
2. Operational Risk Management / Monitoring (among others)
3. Directors Remuneration
4. Executive Remuneration
1. Sustainability Management Practices
2. Carbon Emission Reduction Policy
1. Occupational Health& Safety Standards
2. Child Labor Risk Management
3. Other - define in need
For further details, please see on PM CAPITAL's Responsible Investment Policy which is available publicly via: