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Golding Capital Partners

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.

Golding Capital Partners is one of Europe's leading independent asset managers for alternative investments. Our job is to construct diversified portfolios of buyout, private debt and infrastructure assets in order to generate sustainable income and attractive returns. Everything that we do is aligned with the interests of our investors. By investing in and lending to companies, and by means of our investments in private and public infrastructure entities and projects we have a far-reaching influence on society, i.e. on a large number of people and their natural environment. We consider it our responsibility to capitalize on our influence and contribute towards a positive development.

It is our understanding that we can only fulfil our role and responsibilities, when we integrate environmental, social and governance aspects into our decision-making processes. We are convinced that this not only helps us to do justice to our position in society, but also results in improved risk management practices and an enhanced identification of value creation potential within our investments.

Our conviction is expressed by the fact that we have been a signatory of the UN PRI since 2013. As signatory, we promote the principles and their implementation in a steady dialogue with our stakeholders.

 

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]

Our ESG policy outlines our understanding and conviction of the importance of investing responsibly. It reaffirms our commitment to the UN PRI and our adherence to the six principles that guide us as we integrate aspects of responsible investing into our decisions and processes.

The policy further explains our overall approach and the interdisciplinary team that is responsible for the operational management and control of our policy and the UN PRI. In addition, the policy provides an insight into our investment process and provides the necessary foundation for ESG aspects to become an integral part of our multi-stage management approach (from the initial screening to the ownership phase post investment). Moreover, the policy addresses the particularities of our business model being an indirect investor and also distinguishes between different types of investment.

Finally, the policy touches upon reporting to stakeholders, our efforts for continuous improvement and provides proof that the policy forms part of our organizational manual that applies to the entire organization.

01.6. Additional information [Optional].

          A sector specific RI policy has been drafted and approved by management for the aforementioned Emerging Markets' Impact fund (in fundraising).
        

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.

URL/Attachment

URL/Attachment

URL/Attachment

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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].

Both our commitment to the UN PRI and our ESG policy are publicly available on our website (English and German).


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 an allocation policy in place that clearly outlines the rules for situations with potential conflicts of interest in the investment process.

We aim to decide early in our due diligence which accounts (fund of funds, co-investment funds, managed accounts) the investment opportunity is suitable for. Allocation proposals are made based on the respective investment strategy of the account and our recommendation is documented in investment committee memos, which also provide an explanation on why we deem the respective investment suitable or not suitable for an account.

As long as the requested allocation for an investment opportunity is fully available, all accounts will receive their proposed allocation according to the IC decision. If the requested allocation is not fully available, the confirmed commitments are allocated to accounts on a pro-rata basis (subject to minimum size requirements) and in accordance with both the IC's allocation decision and our allocation policy.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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