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Goodwell Investments

PRI reporting framework 2020

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.

Goodwell is founded on the priciple belief that inclusive growth contributes to long-term sustainable development, and therefore expanding this can best be achieved by developing and scaling up local businesses that improve financial inclusion for families and micro and small businesses or provide access to better quality, more affordable basic goods and services or to livelihoods and income generation opportunities for low income segments and emerging middle class.

Based on that, Goodwell invests in the sectors where low-income households and emerging consumers spend most of their income and/or time, where there are the best opportunities for improving incomes and creating livelihoods. These include financial inclusion, agribusiness, mobility, energy and improving access to affordable solutions in health care, education, housing, water and sanitation.

ESG factors are include in the investment process, management and exit of of a portfolio company.

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]

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

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.

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].

All information  wrt the general investment strategy  is made public through our website.


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.

Arranges potential conflicts of interest between successor funds and other activities of group entities, key person involvement. In addition, the process is guided by the fund operations manual and code of conduct.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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