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Newbury Partners

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 investment strategy is to provide our investors with strong risk-adjusted returns and regular cash distributions by investing in private equity assets primarily through secondary market investments.

Key principles include:

- Risk management at the investment level through diligent underwriting and diversification

- Limited blind pool risk at the manager level by focusing on funded asset

- Asset selcetion based on the potential for growth and postiive exit outcomes

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]

When selecting investment to pursue. RI criteria are key factors in our investment decisions:

- We screen out potential investments with RI concerns

- We are significantly under-weight certain broad industry groups, where there are potential RI issues (e.g., energy, where we have macro-level climate change concerns)

- We maintain an active "exemptions" list for companies, funds, regions and counter-parties with which we will not do business

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 (Private)


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].

We make our screening and exclusions policy available to our limited partners and others that evaluate investments in our funds. We are very open about our investment policy - however, there is no meaningful context for us to publicly publish this policy as a private investment firm.


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.

To the extent that there are conflicts of interest in our investment process, we have an Advisory Board which can be consulted.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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