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CI Investments Inc.

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。

CI Investments operates a "multi-boutique" portfolio management model. Each portfolio management team operates independently and has their own unique investment styles and mandates. However, all portfolio management teams follow CI Investments' commitment to achieving the best possible risk-adjusted returns for our funds. We believe that responsible investing and the incorporation of ESG factors into the investment decision-making process can play a role in fulfilling this commitment.

 

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]

CI Investment's Responsible Investment Policy applies to our in-house portfolio management teams - Signature Global Asset Management, Cambridge Global Asset Management, Harbour Advisors, Sentry Investments, CI First Asset Investment Management and CI Multi-Asset Management. The policy applies to all funds managed by CI Investments across all asset classes, sectors and markets in which we invest. Furthermore, CI Investments' external sub-advisors are also expected to consider ESG factors in their investment processes, policies and practices. While external sub-advisors are not governed by CI Investments' Responsible Investment Policy, they are subject to the same investment exclusions as our in-house portfolio management teams. While specific companies or sectors will not generally be excluded based on ESG factors alone, in recognition of the prohibitions contained within the United Nations Anti-Personnel Landmines Convention and/or the United Nations Convention on Cluster Munitions, CI Investments will not knowingly directly invest in companies associated with the production, use or distribution of anti-personnel landmines or cluster munitions, in each case as determined by an independent third party research provider.

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

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

02.3. 補足情報 [任意]

For SG 02.1:

CI Investments' screening/exclusion policy is included within our broader Responsible Investment Policy.

 

For SG 02.2:

CI Investments' Responsible Investment Policy includes (in a broad sense) the following:

  • Definition of ESG/responsible investment and its relation to our investment strategy
  • Approach to ESG incorporation
  • Approach to active ownership
  • Commitment to reporting

 


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。

CI Investments’ Conflict of Interest Policy is guided by general principles. CI Investments will endeavour to identify and address all existing material conflicts of interest that we would expect to arise between the firm, including all individuals acting on the firm’s behalf, and clients. CI Investments’ Conflict of Interest Policies and Procedures require that the interests of the Funds be placed above personal interests through the application of the highest standards of integrity and ethical business conduct. CI Investments maintains a board of governors for the Funds which oversees governance and compliance issues, including potential conflicts of interest, related to the Funds.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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