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Hamilton Lane

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.

Hamilton Lane believes that ESG issues can affect the performance of investment portfolios. Our aim is to consider ESG issues as part of our due diligence and investment decision-making processes, while also encourage dialogue with and between both LPs and GPs in order to increase the adoption of ESG integration across the Private Equity asset class. We further aim to assist our clients in the implementation of their own ESG policies and strategies. 

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]

01.6. Additional information [Optional].

          
        

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

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].

We disclose our approach to our clients, potential clients and the GPs we invest with and alongside. 


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.

Potential conflicts of interest during the investment process at Hamilton Lane are monitored through a multi-stage approach. During investment due diligence, the diligence teams compile information on potential conflicts that our underlying managers may face, or any conflicts that Hamilton Lane may face with a specific fund manager. Conflicts, when noted, are detailed in the investment due diligence report that is provided to the investment committee. Additional conflicts could arise during the investment allocation process. Hamilton Lane seeks to mitigate these conflicts by documenting the rationale for each investment allocation, and then layering in a review of each proposed allocation by the Compliance department. Post the investment and due diligence phase, ongoing monitoring and reporting is carried out by a separate department, independent from the investment team, as is performance reporting so that we can be sure of an objective approach to each investments IRR and MOIC, as well as it potential for future appreciation.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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