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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。

Coeli’s investment philosophy is to generate positive return for our customers using a long-term perspective. Our fund managers use a high conviction approach, hence we only invest in what we truly believe in. This way, we aim to exceed market index and create value in our customers’ investment portfolios.

Responsible investments play an important role in the investment process and we encourage companies to be a signatory of UN Global Compact and follow OECD's guidelines for multinational companies.

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]

Our ambition is to invest in companies that are proactive in the environmental, social and governance issues. This means that we do not invest in companies that are violating the international norms and where a dialogue has not lead to the desired result. Coeli does under no circumstances invest in companies that are involved in production or sales of illegal weapons, such as cluster munitions and anti-personal mines, or nuclear weapons. We expect that the companies we invest in apply to international norms and conventions. If a company violates these norms and conventions Coeli initiates a dialogue with the concerned company to achieve changes in management and behaviour. If a dialogue does not lead to desired impact Coeli will sell its holding in the company.

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。

Coeli's management team must work actively to continuously identify, monitor and manage any conflicts of interest that may arise in the business.

Employees shall immediately inform their immediate superior or the Compliance function of situations where any conflicts of interest have been identified or may arise.

Identified existing and potential conflicts of interest should be documented in a special log that is administered by the Compliance function. The documentation must contain information on how the conflict of interest is handled.

In particular, Coeli shall assess the existence of any conflicts of interest associated with the following situations:
▪ When developing new or substantially changing products and services
▪ When entering into new contract agreements
▪ When entering into agreements with new counterparties for portfolio transactions in the funds
▪ In case of other material changes to the business, such as acquisitions or mergers of companies, recruitment of board members, etc.

The above situations should always be considered in connection with the annual audit of the guidelines.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)