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Telligent 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

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

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.

Telligent takes an active, long-term approach to investing.  Our investment strategy incorporates a focus on fundamentals while looking for opportunities.  The approach is forward looking. We implement a disciplined investment process which looks for high quality businesses with ethical governance.  

ESG integration is a teamwide approach led by our CEO and research directors along with our operations team and sustainability director. The sector specific analysts identify materiality markers within their area of expertise. We work to understand materiality in Asia as we study each sector specific risk and opportunities to constantly fine tune our understanding of regional drivers.  

It is our legal responsibility and ethical consideration to act in our clients best interests. As a  responsible fiduciary we strive to exemplify global best practices for compliance and risk. To maximize our long-term value to our customers, it is our duty to also take a long term view and incorporate a wide spectrum of risks into our analysis. 

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

URL/Attachment

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

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.

Conflicts of interest may exist between various individuals and entities, including Telligent, Employees, the Funds, and current or prospective Investors. Any failure to identify or properly address a conflict can have severe negative repercussions for Telligent, its Employees, the Funds, and Investors. In some cases the improper handling of a conflict could result in litigation and/or disciplinary action. Telligent’s policies and procedures have been designed to identify and properly disclose, mitigate, and/or eliminate applicable conflicts of interest. 

However, written policies and procedures cannot address every potential conflict, so Employees must use good judgment in identifying and responding appropriately to actual or apparent conflicts. Conflicts of interest that involve Telligent and/or its Employees on one hand, and the Funds and/or Investors on the other hand, will generally be fully disclosed and/or resolved in a way that favors the interests of the Funds and/or Investors over the interests of Telligent and its Employees. If an Employee believes that a conflict of interest has not been identified or appropriately addressed, that Employee should promptly bring the issue to the firm’s attention.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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