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EIG Global Energy Partners

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。

EIG is committed to ensuring that its investments are made in a manner that considers ethical and social integrity and promotes sound environmental management practices.

EIG conducts ESG-specific diligence to assess considerations relating to sustainable development, environment stewardship, social equity and corporate governance. Each investment recommendation includes a section specifically addressing the ESG risks and mitigation measures identified during diligence and deemed by the ESG Committee to be relevant. EIG’s formal ESG policy is well integrated within EIG’s investment process. Investment professionals concentrate on key areas when conducting due diligence and consider the UN PRI focus areas.

Additionally, and as applicable, EIG considers ESG in its closing process.  For example, obtaining representations and warranties serve as an important supplement to our ESG diligence.

After an investment is made, covenants may require (i) periodic reporting on select ESG metrics, (ii) notification by portfolio companies on the occurrence of events that implicate ESG concerns. Additionally, quarterly asset-by-asset reviews are conducted by investment professionals and senior management with specific reference to ESG issues. Further, EIG seeks to maintain board of director seats / board observation rights which allow EIG to monitor, initiate, and participate in ESG discussions at the portfolio company level.

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]

EIG is committed to promoting sustainable practices in its own affairs as well as through the investments that are made by the funds EIG manages. EIG first adopted responsible investment guidelines in 2010. Since then, EIG has enhanced and broadened its focus on ESG issues associated with its investments.

EIG conducts ESG-specific diligence to assess financial considerations relating to sustainable development, environment stewardship, social equity and corporate governance. For each new prospective investment, the investment recommendation will include a section specifically addressing the ESG risks and mitigation measures identified during the diligence process and deemed by the ESG Committee to be relevant to the investment committee. EIG has a formal ESG policy, that is well integrated within EIG's investment process. Investment professionals concentrate on key areas when conducting due diligence on transactions, and consider the UN PRI focus areas. Additionally, the ESG Committee is integrated in the day-to-day deal team diligence and frequently communicates relevant ESG issues that need to be addressed as part of diligence, and EIG engages external advisors, as appropriate, to assist in performing due diligence on social, governance, and environmental issues

In addition to pre-investment ESG due diligence, and as applicable, EIG considers ESG in its closing process. For example, obtaining representations, warranties, and covenants in our investment documents serve as an important supplement to our ESG diligence practices. Through these features we are generally able to require portfolio companies to report certain ESG issues to EIG both at the time of the initial investment and on an ongoing basis.

After an investment is made, covenants in our investment documents may require (i) periodic (both quarterly and annual) reporting on select ESG metrics, and/or (ii) notification by portfolio companies on the occurrence of specific events that implicate ESG concerns. Additionally, quarterly asset-by-asset reviews are conducted by EIG investment professionals and senior management with specific reference to ESG incidents or issues. Further, EIG seeks to maintain board of director seats and/or board observation rights which allow EIG to monitor, initiate, and participate in ESG discussions at the portfolio company level.

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。

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。

02.3. 補足情報 [任意]

EIG posts the ESG policy to active fundraising data rooms as an exhibit to the ILPA due diligence questionnaire.


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。

As a registered investment adviser, EIG is a fiduciary to its advisory clients and owes a fiduciary duty to each advisory client of the firm. EIG maintains a Code of Ethics policy, which protects the interests of each of its clients and places the client's interests first and foremost in each and every situation. EIG adheres to Section 206 of the Advisers Act which establishes federal fiduciary standards to govern the conduct of investment advisers. Further, EIG has Limited Partner Advisory Committees, which are Fund specific bodies that meet at least annually and serve in a consultative capacity on various Fund matters including, most notably, consideration of transactions and events that may be deemed to present a potential conflict of interest between a Fund and the General Partner and its affiliates including other Funds. The Committee typically is comprised of a representative of the General Partner and a majority of Limited Partners who are not affiliated to the General Partner of the Fund and are selected as representatives of the Limited Partners of the Fund.

 

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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