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Genus Capital Management

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

          Engagement and proxy voting
        
          RI education and promotion
        

01.3. Indicate if the investment policy covers any of the following

Other description (1) Commitment to UNPRI principles

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.

Genus Capital Management strives to achieve the the long-term best interests of our clients and we believe that responsible investing is key to achieving this goal.   We are an active asset management firm so we consider risks and opportunities before investing for clients.  Environmental, social, and governance factors have risks and opportunities, which we strive to detect and use in our decision making process.

At Genus we have well-tested quantitative models for asset allocation and stock selection that interpret 1000s of factors and data points so we are able to detect trends and make complex decisions for clients.  Due to our research showing that sustainability factors can lead to outperformance, and our drive to align investments with the best interests for society, we integrate ESG factors into our investment models. 

It is our policy to continue to maintain the highest standards of service for our clients. Genus has a fiduciary duty to its clients to act honestly, in good faith and in the best interests of our Funds and their investors and to exercise the degree of care, diligence and skill that a reasonably prudent manager would exercise in the circumstances. 

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].


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.

Genus has a policy and procedure manual outlining areas of conflicts such as personal conflicts, disclosure, self-dealing restrictions and cross-trading. When faced with a conflict with respect to services provided to a client, Genus will exercise the business judgment of responsible persons, uninfluenced by considerations other than the best interests of the client.

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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