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Hwabao WP Fund Management Co., Ltd

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 to invest in those companies with long term growth and competitive advantage. And we believe that ESG could provide us a more comprehensive dimensions other than the fundamental analysis while we make investment decision. Therefore, in order to implement responsible investment, our fund is dedicated to screen out those companies with good performance on ESG performance. We started with the enviromental factor first and in order to archieve this, we have formed a 'green' screening criteria including the industry's features, the company's main business and so on. This will help us to gather the listed companies' information to construct an ESG database of our own. After that, the portfolio manager could construct portfolio and make any adjustment based on that database. 

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 company is based on various systems and specifications, supplemented by the audit, to ensure the independence and isolation of the investment management of various assets from different perspectives. In terms of the organizational structure and the post setting, the assets of all managed accounts are kept separately in custodian banks and the mutual fund managers and mandate accounts managers are not allowed to serve each other concurrently. At the same time, our company implements the "centralized trading room" mechanism, and the trading department and investment department belong respectively to the back and front office and independent of each other; all company's departments implement functional isolation and physical isolation. Moreover, we strictly manage and supervise the transaction fairness and conflicts of interest and related transactions by executing relevant systems and processes and regularly evaluating relevant risks. The specific transaction fairness and abnormal transactions control are divided into pre transaction execution part and post independent supervision step.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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