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Hamilton Lane

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。

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. 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


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]

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

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。

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. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)