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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。


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。

We formalised our investment principles in an ethical Charter and several other documents. In its ethical Charter, Capital Export stated its committment to progress both for itself and its portfolio companies in four main areas: 

1/ Promoting equity, transparency, respect for others, and honesty
2/ Ensuring respect for all human beings, defense of fundamental human rights and the common good, solidarity, and attention to the most vulnerable
3/ Encouraging long-term economic development that creates jobs and sustainable economic resources while respecting all the company's stakeholders (clients, suppliers, investors, and employees)
4/ Ensuring environmental protection

We also listed behaviours that we consider unethical and therefore disqualifying for any investment. 

We are particularly committed to promoting our ethical principles and objectives, both internally and through our investments, and to strictly apply disqualifying factors to our investment activities.

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。


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]

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。

Potential conflicts of interests (related to relations between the management company / Portfolio company / LPs) are ruled by different documents:

  • Funds' By-Laws
  • Procedures (in particular the procedure for the prevention and management of conflicts of interest) written and updated in collaboration with our Compliance Officer
  • Capital Export's Code of ethics

All employees sign this Code, that sets out the rules of good conduct and the fundamental ethical principles. Regarding preventing conflicts of interest, this Code deals, in particular, with relations with companies in which the fund holds directly or indirectly a stake. Everyone agrees to respect the rules regarding: use of outside services, confidentiality, co-investment rules, complementary investment rules, exit conditions and transfer between portfolios.

Capital Export's Compliance Officer reviews the potential conflicts of interest on a regular basis and takes relevant actions.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Not Completed)