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Panarchy Partners

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

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。

Investment Principle: Panvesting describes how we think investing should evolve. Traditional investing focuses on financial capital - Panvesting goes much further. We invest in companies with strategies to explicitly develop all forms of capital - financial, human, environmental and social - since we believe these companies are better positioned to deliver sustainable growth and returns over the long term. We carefully assess the idiosyncratic risks associated with these four forms of capital and require a sincere focus on each by the management teams of the companies we invest in.

Investment Strategy: We believe companies that adhere to our Panvestor principles stand a better-than-average chance of ensuring their own sustainable growth as well as attractive financial returns for their Panvestors. By managing a portfolio of such companies, we expect to generate long-term sustainable returns for our investors and an overall sustainable outcome. Panvesting is therefore the next, and for us at Panarchy Partners, a required evolution of sustainable investing.

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]

Panarchy Partner's investment process has sustainability embedded in the process and not an overlay or afterthought like most other ESG compliant strategies.

We have 2 full time sustainability analysts in our investment team. 

Our sustainability audit is at the beginning of our process with traditional financial analysis done only on companies that respect all four forms of capital, have done a genuine stakeholder engagemnet, identified material issues, put targets on the material issues and then show us progress on those targets. We believe that its this focus on all 4 forms of capital that distinguishes us from others. Furthermore our proprietary resilience framework is embedded into our investment process, NOT an overlay or afterthougt. 

 

 

01.6. 補足情報 [任意]

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

URL/添付ファイル

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。

URL/添付ファイル

02.3. 補足情報 [任意]

Many of the above issues are addressed in the 'Interview with a Panvestor' document, which is our investment manifesto. Our corporate website at www.panarchypartners.com/philosophy outlines our definition of sustainability and how it is incorporated into our investment strategy.


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。

We have a 'staff trading policy' which manages any potential conflict of interest issues in our investment process. Firstly in this policy, Panarchy's staff are not allowed to own and trade stocks in the exclusion sectors of defense, gaming and tobacco, and secondly, our staff are not allowed to own and trade stocks of any companies that is in the Panvest Global Fund.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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