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DuPont Capital Management

PRI reporting framework 2019

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, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Our valuation model is the core of our investment process.

  • We maintain a long-term investment horizon in order to benefit from valuation  anomalies
  • We combine systematic valuation models with in-depth fundamental research to identify what we believe are the most attractively valued securities
  • We elavuate risk through both top down and bottom up analysis
  • Our risk-controlled portfolio construction process is designed to avoid uncompensated risk at the company, sector, region, and country level

Our investment process is designed to identify companies trading at a substantial discount to their normalized earnings power.

 

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]

ESG appproach has been incorporated within our in-depth fundamental research, at the risk evelauate stage (both top and bottom), and during our portfolio construction process.  We are mindful that ESG factors will influence our view of a stock's perceived discount and/or its normalized earnings power.

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


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.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. 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.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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