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Telligent 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。


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。

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. 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。

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. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)