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TRINETRA INVESTMENT MANAGEMENT LLP

PRI reporting framework 2020

You are in Strategy and Governance » Promoting responsible investment

責任投資の促進

SG 09. Collaborative organisations / initiatives

09.1. 報告年度に組織がメンバーであったり、参加していた協働組織やイニシアチブ、ならびにそこで組織が果たした役割のレベルを選択してください。

当てはまるもの全てを選択してください

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We have actively engaged with PRI.  Because the principles are so closely aligned to our core investment beliefs, we explicitly and actively promote the same values when we discuss our own strategy.  Our approach is that we believe that all investors should change the way that they invest, to put consumers' interests, hopes and aspirations at the heart of any investment process.  If they change the way that they invest in companies in this way, they will be able to ensure that they fund companies that positively impact the lives of consumers, among other stakeholders.  Solving their problems, in particular those of women, ageing populations, and those at the bottom of the pyramid, should, we believe, be a more prominent objective.

PRI is prominently displayed on our website's Responsible Investing section.

This year, for example, we signed the PRI’s Global Investor Statement concerning deforestation and forest fires in the Amazon

 

          UK Financial Reporting Council
Portfolio Construction Forum (Australia)
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We are a Tier 1 signatory to the UK Financial Reporting Council's UK Stewardship Code.

          Values-based investing;
Promoting the importance of responsible investing;
        

イニシアチブにおける組織の報告年度の役割(定義を参照)

組織のイニシアチブへの関与の度合について、簡単に説明してください。[任意]

We have acted in an advanced role in the promotion and education of other organisations, including large public pension funds, universities and companies, on several RI issues.

We aim to help other organisations to understand and articulate their values.  By applying the methodology that we use in Emerging Markets, we helped a large Australian superannuation fund to conduct a values exercise for the first time.

 

 


SG 09.2. Assets managed by PRI signatories (Not Applicable)


SG 10. Promoting RI independently

10.1. 組織が、協働的イニシアチブとは別に、独自に責任投資を推進しているかどうかについて記載して下さい。

10.2. 組織が協働的イニシアチブとは別に、独自に責任投資を推進するために行っているものを明示して下さい。選択した行動の目的に貢献するために組織が果たす役割と通常の行動頻度について説明して下さい。

説明

          Providing training to Wealth manager clients, to qualitative research firms that work with us on ethnographic fieldwork as well as joined research with Academia.
The CIO, Tassos Stassopoulos, is on the teaching faculty of the Finology (Finance and Psychology) certificate program of Portfolio Construction Forum together with Macquarie University.
        

行動の頻度

説明

          Presented to medics and researchers University College Hospital in London, regarding importance of ethnographic research to understand culture not only in responsible investment, but in other fields where a broader understanding of culture is valuable.  Also presented to Rhodes Scholars' Incubation program (Oxford) on the importance of RI principles and putting consumers' interests at the heart of an investment decision. This was followed by a mentoring program.
        

行動の頻度

説明

          Keynote speaker at multiple conferences on values as a key RI component when matching clients and investment managers.  Three keynote talks at Portfolio Construction Forum in Australia in Feb and Aug 2019.  Spoke at multiple events, even to a group of cattle farmers in Rockhampton, in Queensland, Australia
        

行動の頻度

説明

          We publish numerous papers, blogs and podcasts each year, and the theme invariably relates to responsible investment, since it is at the core of our investment philosophy and our purpose.  This year we discussed, for example, private healthcare in emerging markets as a key lever for the less wealthy in India; the rise of health and fitness in China; growing environmental awareness in Emerging Markets; female empowerment in Emerging Markets; financial inclusion in Emerging Markets; and understanding clients' values when investing.
        

行動の頻度

説明

          We have been recommending to the wealth managers who are invested in our portfolios to become UNPRI signatories
        

行動の頻度

説明

          We worked with reporters in Australia to improve the understanding on Emerging Markets. We have even invited one from the Australian Financial Review to join on our ethnographic trip so that he could provide to a wider audience understanding of the social issues Emerging Markets face.

We publish blogs and white papers to improve awareness on each of our 7 social and environment themes for the portfolio. For example, a recent blog looked at how private healthcare in emerging markets is not a luxury or premium item as it is in some developed markets   Looking through the emerging market lens, free public healthcare can be unaffordable for those that need it most, as they risk losing wages while travelling to and waiting for government doctors who might not show up.
        

行動の頻度

行動の頻度

          Trinetra Foundation
        

説明

          Trinetra is in the process of establishing the Trinetra Foundation, a Charitable Incorporated Organisation that will receive a min of 5% of the profits of Trinetra (once USD 250m AUM is reached) to be deployed in Emerging Markets using the RI methodology that we have developed for public market investment, but adapted for social and environmental entrepreneurs. The Foundation intends to provide capital to incubate social and environmental enterprises based on each of the 7 themes around which that we are conducting ethnographic research, such as Bottom of the Pyramid, Women Empowerment, Longevity, Health & Wellness.
        

行動の頻度

10.3. 組織が責任投資の推進のために、報告年度中に参加した追加の活動およびイニシアチブがあれば、それらを記載して下さい。[任意]

We have convened a group of experts from medicine/academia, ethnography, medical devices and investment to study the way in which people perceive and experience the challenges of increasing longevity in Emerging Markets, which often differs markedly from developed market perception and experience.  Our hypothesis was that people would tend to develop anxiety of independence, in particular over whether they would have enough money, and sufficient health, to live comfortably for the rest of their lives.  This is what we believe many in the pension industry assume.  This turned out not to be the main anxiety that we found.  Rather we found increasing and prominent levels of anxiety of relevance.  In societies, especially in emerging markets where social safety nets are often absent, people feel that stopping working would make them feel that they were not active contributors to society, and no longer connecting with other people.  We believe that pension managers may wish to understand this in more detail.  Individuals are increasingly looking to second careers that will change their cash needs during their retirement, and the way in which pension managers may in future perceive demand for their services.

 


SG 11. Dialogue with public policy makers or standard setters (Private)


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