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Genus Capital Management

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。

          Engagement and proxy voting
          RI education and promotion

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:

その他の説明 (1) Commitment to UNPRI principles

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。

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. 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]

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。

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. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)