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Avanz Capital

PRI reporting framework 2020

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。

Avanz Capital believes that long-term financial returns are enhanced by investing with consideration of ESG factors such as climate risk, environmental impact, clean energy, energy efficiency, health and safety, food and water security, human rights, clean production, resource efficiency and stakeholder interests, which have assumed unprecedented competitive and material importance, and can profoundly affect a company’s brand and reputation, its social license to operate, and its profitability. This is why Avanz Capital believes that strong sustainable financial returns and responsible investing are inextricably linked.

​Avanz Capital practices responsible investing by systematically identifying, managing and reducing environmental, social and corporate governance (ESG) risks throughout its investment activities. Avanz Capital also actively pursues opportunities to add value through enhanced ESG practices, with the goal of boosting asset value and increasing returns. Through its due diligence, monitoring, and supervision efforts, Avanz Capital strives to ensure that its investment decisions, through any investment vehicle such as a pooled investment fund or a managed account including its Fund Investments and Direct Co- Investments, are implemented in accordance with the Avanz Code for Responsible Investment.

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]

The outcome of ESG due diligence of a proposed investment is an important factor in the Avanz Capital approval process and will determine the scope of environmental and social improvements and risk mitigants for the investment. Avanz Capital seeks to (i) enhance the predictability, transparency and accountability of its actions and decision making; (ii) ensure compliance with applicable laws and that there are no hidden liabilities or reputational risks attached to its investment decisions; (iii) help clients manage their environmental and social risks and impacts; and (iv) improve both the performance and asset value of its investments.

01.6. 補足情報 [任意]

          
        

SG 01 CC. Climate risk (Private)


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

URL/添付ファイル

URL/添付ファイル

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

URL/添付ファイル

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]

The Avanz Code for Responsible Investment is being made available publicly on the avanzcapital.com website.

The Code will be updated. A new reporting framework is being implemented with investee fund managers. 


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。

Avanz Capital’s policies and procedures have been designed to identify and properly disclose, mitigate, and/or eliminate applicable conflicts of interest. The investment process is covered by Avanz Capital's Code of Ethics that supports the highest standards of business ethics and professional conduct as enunciated by the CFA Institute. This applies to professionalism, integrity of capital markets, duties to clients, duties to employers, investment analysis, and conflicts of interest.

An Advisory Committee for Avanz Capital products reviews, assesses and approves or disapproves conflicts of interest. 

03.3. 補足情報 [任意]

Avanz Capital distributes its Compliance Manual and Code of Ethics which contain the conflicts of interest policy, the anti-bribery policy and many other good governance provisions, to each employee upon the commencement of employment, annually, and upon any material change to the Compliance Manual and/or Code of Ethics. Employees  have to sign an acknowledgement  form every year. Employees are to notify the Chief Compliance Officer promptly if it appears that any actual or apparent conflict of interest has not been appropriately addressed. 


SG 04. Identifying incidents occurring within portfolios (Private)


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