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Citizen 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。

Citizen Capital was created in 2008 with the aim of helping to make finance and business transform society on a large scale and enable it to meet the major social and environmental challenges it faces.

Citizen Capital focuses its action on some of the so-called fundamental issues defined by the UN's Sustainable Development Goals.
Among these issues, we have identified the following objectives as priorities, particularly in Europe:

Societal objectives

  • Enabling everyone to achieve their full potential in the company and to deploy their full potential
  • Enabling citizens to express themselves and take action in society
  • Caring for the most vulnerable and promoting social inclusion

Environmental objectives

  • Deploying sustainable consumption and production patterns
  • Fostering the emergence of a circular economy

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]

Prior to an investment, our team seeks to understand the vision and ambitions of the management team, including their social impact objectives.

First, we assess the potential impact of the company according to 6 criteria:
- Depth of need (does the company address a fundamental need?)
- Additionality (theory of change)
- Accessibility (does the accessibility of the service/goodness translate into uses?)
- Magnitude of impact (ability to deploy the impact on a large scale)
- Alignment (between mission and business model)
- Control of negative externalities (are they identified and/or controlled?)


Our impact due diligence includes an assessment of ESG issues and the implementation of an Impact Business Plan   which includes measurable key impact objectives and a plan of action.

Each year, we prepare a report on the impact investment objectives of each portfolio company. This report is established in accordance with our impact assessment methodology, and includes :

  • ESG reporting § Annual monitoring of key objectives defined in the Impact Business Plan
  • An Impact Radar which analyses (through a risk/ return questionnaire) and refines the social impact objectives of the company

Throughout the lifetime of an investment, Citizen Capital provides resources and skills that support and enhance the growth and impact objectives of its portfolio companies;

  • Assistance in strategy and commercial developement
  • Help with the implementation of tools to measure and manage impact
  • Access to our network of skilled professionals

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

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]


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。

The management company has a specific procedure on conflicts of interest. All potentiel conflicts of interest are submitted to the Chief Compliance Officer and eventually the Chairman of the company. Depending on cases, if confirmed as a potentiel conflict of interest, the case will be submitted to the management company's supervisory board and advisory committee which is composed of our major institutional investors.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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