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Paine Schwartz 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。

Paine Schwartz Partners (PSP) understands that as the global population grows and natural resources become scarcer through a combination of increased demand and changes in the climate, it is critical to focus on sustainable solutions to emerging risks, including access to sustainable sources of nutrition. The global food and agribusiness sector requires significant amounts of land, water, and human resources, which pose a unique set of challenges. However, these sectors also provide innovative solutions which support economic growth, secure food supplies, address adverse environmental impacts, promote human rights and fair labor standards, and provide both safe and healthy products to end consumers. PSP believes that real value lies in solutions that sit at the convergence of global productivity and addressing the most pressing sustainability challenges. The Firm actively seeks investment opportunities across the value chain that address these growing challenges. Furthermore, Paine Schwartz Partners believes that proactive day-to-day management of key ESG issues across its portfolio will help protect and enhance the value of its investments. PSP publishes a public annual sustainability report highlighting the Firm's approach to responsible investment and ESG performance of PSP's portfolio companies. This report is made available to key stakeholders, including existing and prospective investors.

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]

Paine Schwartz Partners acknowledges the key principles and requirements of the UN-backed Principles for Responsible Investment (PRI), becoming a signatory in 2019, and seeks to align its systems and processes with this and with the American Investment Council's Guidelines for Responsible Investing.

Within its own operations, Paine Schwartz Partners seeks to maximize ESG benefits and minimize any adverse ESG impacts. The Firm has established strong governance structures that provide appropriate levels of oversight in the areas of audit, risk management, and potential conflicts of interest, and maintains policies that prohibit bribery and other improper payments to public officials consistent with the U.S. Foreign Corrupt Practices Act, and similar laws in other countries.

Paine Schwartz Partners uses peer benchmarking, industry standards such as the Sustainability Accounting Standards Board (SASB), and expert third party judgement to identify material ESG focus areas for its portfolio companies. Over the years, the Firm has evaluated several such areas, including greenhouse gas (GHG) emissions, energy use, water, waste, fair labor practices, and others. In an effort to help its portfolio companies better understand their ESG performance, Paine Schwartz Partners also helps its companies quantify specific environmental metrics such as GHG emissions, water use, energy consumption, and waste, while helping them understand social performance in areas such as diversity and inclusion.

Climate change is an emerging area of risk and opportunity for the Firm's investments given its focus on the food and agribusiness sector. Climate change presents both physical risks to assets as well as economic risks as the world transitions to a lower carbon economy. The Firm will continue to invest in innovative and environmentally-conscious businesses across the agricultural value chain that not only produce sustainable products, but also help deliver on solutions to address the global climate challenge.

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

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。

Conflicts of interest are managed as part of PSP's Code of Ethics and flagged, if needed, during due diligence. The Chief Compliance Officer has ultimate responsibility for administering and implementing the Code of Ethics. It is the policy of the Firm that all employees of the Firm conduct the business affairs of the Firm in accordance with the highest principles of business ethics and in such manner that no conflict of interest, actual or potential, can be construed. All employees owe a fiduciary duty to the funds managed by the Firm.

The Investment Committee is comprised of the Firm's founders and senior Partners. This group of professionals helps identify potential conflicts and the ways in which they may be reduced or eliminated. If a conflict is identified, and depending on the nature of the conflict, such conflict and recommended course of action may be communicated to the Limited Partner Advisory Committee (LPAC) for consideration and approval. For the investment process, the Fund's LPAC has the ability to review and vote on certain provisions of partnership agreements (including conflicts of interest situations).

 

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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