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Pacific Equity 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。

PEP Funds have pursued a clearly defined and consistent investment philosophy to invest in
leading businesses that are not being managed to their ‘full potential’, that operate in well defined
markets and where external risks seem unlikely to overwhelm these advantages.


PEP identifies such opportunities often, particularly with entities which are ruled by traditional
management incentive structures. The combination of a regular bonus structure with relatively
unsophisticated control and benchmarking systems creates a culture of ‘managing and
exceeding expectations’ rather than one of ‘managing to maximum performance’. This
phenomenon typically generates ‘underperforming leaders’. These are the companies
systematically targeted by PEP.

PEP’s advisory model relies on two principal activities to improve the value of a company:
selecting the right management team and a disciplined pursuit of a strategy for operation
improvement. Both of these initiatives require a high degree of autonomy and control over the
investment.

Implementation of the strategy includes ESG and other factors together, in both adding value and managing risk.

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]

The PEP Investment strategy will not focus on a specific industry, but will target the
most attractive opportunities available in a variety of sectors of the Australia / New Zealand
economy. The PEP investment team have accumulated
both consulting and private equity investment experience in all of the major sectors of the
economy, but where specialised expertise is required, for eg, environmental DD, experts are used to ensure risks are managed and opportunities are maximised.


As the core of PEP’s investment philosophy is improving operations, PEP will seek to
minimise  exposure to large external risks that can impact the value creation process.
As a consequence, for example, PEP Funds are unlikely to invest in businesses that depend on
commodity prices for their return. PEP Funds will also not invest in tobacco and gaming and
gambling assets, and will generally avoid investing in traditional retail businesses where the
Firm has learned that the combination of cyclical risks and high fixed costs can create
challenges that overwhelm the investment model.

 

PEP's approach to responsible investment evolves constantly to ensure all risks and oportunities are reviewed properly.

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

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。

We have several policies which cover conflicts of interest which apply to all areas of our business. These include a Gifts and Benefits policy, a Securities Dealing policy, a Discrimination policy, an Anti-Bribery policy and a Political Contribution policy.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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