This report shows public data only. Is this your organisation? If so, login here to view your full report.

Trium Capital LLP

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
          Access to ESG data.
        
          Access to expert knowledge
        

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。

Trium Capital LLPs (“Trium”) portfolio managers (“the managers”) are proven managers with exceptional pedigree. The managers focus on managing their specific liquid portfolio’s respectively, whilst Trium’s control groups ensure high standards of governance and risk management within a robust trading ecosystem.

Furthermore, Trium’s ethos is to partner with its investors to deliver and develop investment products that continue to meet their investor needs into the long-term. Trium has a progressive approach to fee structures and are committed to making sure that its interests and, in turn that of its employees, are all aligned to its investor partners.

Trium considers ESG factors to help ensure that assets under its stewardship are managed in a way which optimises its investors’ risk and reward objectives. This includes varying degrees of ESG analysis based on the relevance of such factors to each underlying investment strategy. Alongside wider ESG consideration, Trium is actively broadening its suite of ESG strategies and had two ESG products that involve engagement with companies and target ESG ‘improver’ companies to invest in.

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

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。

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]

Whilst Trium do not publicly disclose its investment and related policies as a ‘policy’ in the public domain, reference is made in the form of a narrative on its website. Further information on this can be viewed on Trium’s website, https://trium-capital.com/, or more specifically, https://trium-capital.com/ethos/responsibility. Further to this, Trium are also actively considering including the specific policy documents on its website.


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。

Trium Capital is regulated by the Financial Conduct Authority ("FCA"), and registered with the NFA. Trium Capital LLP (“Trium” and/or the “Firm”) has a fiduciary duty to manage and deal in the best interests of its clients and – where applicable – the investors in the AIFs in respect of which the Firm acts as AIFM. Further, the Central Bank of Ireland requires managers of Irish UCITS funds to establish a conflicts of interest policy which must as a minimum include:

  • The identification of, with reference to the collective portfolio management activities carried out by or on behalf of the UCITS funds, the circumstances which constitute or may give rise to a conflict of interest entailing a material risk of damage to the interests of the CIS or one or more other clients; &
  • Procedures to be followed and measures to be adopted in order to manage such conflicts.

Trium therefore has an obligation to manage and deal in the best interests of its clients. Trium's Conflicts of Interest ("COI") policy identifies a number of potential conflicts that could arise along with measures to manage them. This policy is available to the PRI on request.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


Top