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The J.W. McConnell Family Foundation

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


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。

          Impact investing allocation and policy

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:

その他の説明 (1) Impact investing: include both mission-related and program-related investments
その他の説明 (2) Exclusion of the following industries: tobacco, alcohol, gambling, weapons, pornography, marijuana and private correction facilities.

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。

The Foundation's investment beliefs are: 

1) Total return: based on the concept of total return being composed significantly of investment income rather than capital gains.

2) Low volatility and inflation protection: to match the generally risk averse nature of the Foundation and to maintain purchasing power over the long-term. 

3) Growing dividends: for long-term growth. 

4) Responsible investing: incorporating environmental, social and governance (ESG) factors in its decision-making is fundamental to conducting comprehensive investment assessments and for managing risks and opportunities adn all investments must be consistent with the Foundation's philanthropic mission. 

The overall investment strategy described in detail in the publicly available SIPP. The Investment Committee has an advisory role and recommends policies and the Board retains decision-making authority. 

In our risk management, we proactively attempt to mitigate compliance, credit, currency, diversification, inflation, leverage, liquidity, market, regulatory and volatility risks, in addition to having oversight over emerging risks and ESG issues.  

External managers are responsible for voting proxies on behalf of the Foundation, with ESG factors being given the highest consideration.

For the portion of our portfolio allocated to Impact Investments, we have more stringent environmental and social screening requirements outlined in a distinct Impact Investment Policy.



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]

01.6. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


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。



          Impact investing allocation and policy



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。


Other description (1) Impact investing: include both mission-related and program-related investments


02.3. 補足情報 [任意]

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。

All Foundation Trustees, staff, investment committee members and contract service providers must sign the conflict of interest policy prior to engaging with the Foundation. We can share the Foundation’s Conflict of Interest policy for more details upon request. 

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)