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Northstar Asset Management

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.

Our Investment Philosophy is guided by our mantra: “Long-term exposure to quality assets where value exceeds price”. This has remained unchanged over time and is designed to work through market cycles. ESG factors will impact both our determination of the quality of the company, as well as the price that we are willing to pay for it. We believe that most companies’ Return on Capital converge to their cost of capital over time. We look for companies that can prolong that ‘fade’ or competitive advantage period, thereby creating more economic value than the market assumes. A management team that considers ESG factors, demonstrates a long-term mindset and therefore a willingness to defend this competitive advantage. Companies with good corporate governance policies, an entrenched ethical corporate culture and an acknowledgement of environmental, political and socioeconomic matters tend to create sustainable value over time. For this reason, we place significant emphasis on sustainability as a source of value creation and view ESG analysis as a crucial component of our research process.

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.

02.3. Additional information [Optional].


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.

Our approach to managing conflicts of interest is set out in detail in our Conflicts of Interest Policy, which is publicly available. As it relates specifically to conflicts in the investment process, we seek to avoid conflicts and ensure alignment of interests with our clients through remuneration practices, which ensure all staff members, but specifically investment staff and meaningfully invested in the funds we manage on clients behalf. A third of all annual performance related pay is deferred into a range of funds under our management and released in equal annual tranches over three years.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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