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Veritas Investment Partners (UK) Ltd

PRI reporting framework 2019

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

Our investment philosophy and style are founded on the principle of real return investing, thereby aligning our investment principals with what our clients are seeking to achieve: to protect and grow the purchasing power of their capital over the long term. 

We aim to find companies where structural tailwinds are creating long-term demand for their products or services. While economic cycles are almost impossible to predict, structural demand can be both long-term in nature and relatively insulated from the economic cycle. Indeed, companies that benefit from structural demand should be able to consistently grow their earnings and cash flow per share over a multi-year period, irrespective of the economic environment. 

Our investment process therefore focuses on identifying companies with sustainable and predictable business models and cash flow generation. This sustainable approach to investment means we incorporate ESG factors into all investment decisions (through our detailed research and ongoing monitoring of companies), to understand the long-term drivers of success and potential risks in order to generate sustainable long-term returns.

We do this by investing globally on an unconstrained basis (i.e. with no reference to an index or benchmark) in a portfolio of directly invested equities, bonds and cash.

01.5. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

01.6. 補足情報 [任意]

          
        
下記を読み理解しました 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

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

02.3. 補足情報 [任意]

A summary of our overall investment approach is published on our website.

https://www.veritasinvestment.co.uk/our-investment-services/#our-investment-approach 

We are planning to make a more comprehensive investment policy document public in the next year.


SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

We seek to promote the long-term success of companies, including those with which we have a commercial relationship or where clients may have differing views on the outcome of a stewardship activity. In those limited circumstances, where a conflict over our approach to voting or engagement arises, the matter is escalated to our Investment Governance Committee for resolution.

We do not expect to receive price-sensitive or inside information in our engagements with companies and have controls in place to prevent this. However, if this were ever to happen, we would handle the information according to our normal compliance policies and procedures. We have a number of controls to detect conflict situations as they arise. In addition, our compliance monitoring programme incorporates a number of specific tests aimed at reviewing our performance in the management of conflicts. 

All employees receive periodic training in respect of conflicts of interest and the specific and potential conflicts to which we are subject. An annual declaration is submitted by all employees regarding the disclosure of conflicts of interest. 

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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