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Phatisa

PRI reporting framework 2020

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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.

Phatisa operates against a Social and Environmental Management System (SEMS). The SEMS is a compilation of policies, standard operating procedures, organograms, action plans and reports. All these items cover ESG broadly and specifically. Phatisa has compiled a SDG aligned Impact Measurement and Management plan for all of our portfolio companies.  This plan is incorporated alongside compliance and risk amangement right from the pipeline stage through to exit. Our exclusion list is IFC Performance Standards aligned and implemented strictly. We have an impact strategy document, which forms part of our investment policies and this coversclimate change commitments and goals. 

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.

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.

A very strict KYC procedure is followed in evaluating potential deals.  Any linkages to family members of company directors will be revealed during this process.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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