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Luxembourg Microfinance and Development Fund

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。

LMDF's vision and mission of working with the most marginalised are key to its investment policy. In order to achieve this, LMDF concentrates its investment strategy on emerging (Tier 2) microfinance institutions as it believes these are closer to the entrepreneurs and communities with which it works. When examining an MFI, both financial and social criteria are taken into account- we will look at the proportion of rural, female and young entrepreneurs an institutions supports, as well as its governance credentials and loan sizes to evaluate its social impact. Both social and financial measures are also key to our regional analysis process in which we monitor the development situation and financial inclusion levels in each country, as well as more conventional metrics such as politics and economics.

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 fund focuses on promising MFIs which have a positive social impact. Promising MFIs are institutions which have a proven business model, have reached or are close to reaching financial sustainability and have a strong social vision and mission focused on positive impact for the ultimate clients. We focus mainly on Tier 2 MFIs, those at an intermediate stage of maturity, which have strong social aims. The fund does not directly engage with the end-clients of the MFIs (micro-entrepreneurs, small savers and insurance policy holders) as this activity requires local presence and local knowledge and is best done by locally implanted MFIs.
The fund invests in developing countries in Africa, Asia and Latin America. The decision to invest will be based less on the overall level of development of the country in question, but rather more on the merits of the individual cases, i.e. the potential benefit for the local population and the prospects of autonomy for the MFI. Due diligence looks at quantitiative and qualitative criteria including the Institutional structure of the MFI, its social profile (social mission, targeted clients, product offering, quality of established links with customers, etc.) and its financial robustness.

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

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

02.3. 補足情報 [任意]

Please see our prospectus which covers our investment policy, guidelines on social factors and asset class specific guidelines. This is published on our website and hence available to the public. Further information is also available in our audited and unaudited reports.


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。

In accordance with Luxembourg law the LMDF has a Conflicts of Interest policy which means that it identifies key issues which may give rise to a conflict of interest and considers the best ways to manage, monitor or disclose these conflicts if they arise. The policy is monitored by the Board on a regular basis. A conflict of interest log is maintained.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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