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Cassia Investments (Delisted)

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.

Cassia targets SMEs with proven business models, established market positions and significant growth potential.  We seek to create value by working closely with management to optimize both the strategic direction and operating performance of our portfolio companies.

Cassia aims to identify and partner with strong management teams and to work alongside them to identify and implement key operational and strategic changes to drive long term growth and increased profitability.  We add value by helping to strengthen teams where necessary, advising on strategic direction, including potential international expansion and acquisitions. We consider the ESG factor in the investment processs qualitatively instead of quantifying the impacts in value.

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.

We have fund admin and legal counsel for the KYC checking and several levels of approval in the invstmnt process.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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