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Certior Capital

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.

We are investing in private equity and credit funds and co-investments predominately in European Union area. As private assets investors we pay a lot of attention to alingment interest of investors with employees and asset managers. Typically we are investing in funds managed by smaller private equity and credit managers. We understand that in long-term private asset class successfull approach is also to take into accont ESG matters, as a risk reducing and/or return enhancing factor. Therefore we have universal ESG policy covering all of our investment activities in private asseta.

We try to follow and develope all aspects of ESG that is an integral part of our investment and monitoring process.

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]

Certior is highly commited to responsible business practices and good corporate governance as well as taking into account environmental aspects both with its own operation and, moreover, in using its influence to encourage its business partners across Europe to maintain similarly high standards across their own activities. Certior undertakes ESG assessments with a view to identifying potential risks. Futhermore, Certior is often represented on the advisory boards of investee fund and indeed, has a prticular focus on assisting new managers as they raise their first institutional fund and build out their investment franchises. In this position Certior has the opportunity as a leader in the industry to:

-Encourage managers to pay more attention to ESG issues
-Follow up how managers have integrated ESG issues in their investment decision making process
 

ESG related items are addressed through detailed discussions with the fund management team and are carried out during onsite visits to further asses the degree of recognition of ESG issues, e.g.:

-The esistence of responsible investment policies
-Sector exclusions
-ESG disclosures

In order to minimize ESG-related risks due the certain exposure or activities that run high reputational risks, Certior tends to exclude certain industy sectors seen as incompatible with ESG values:

-Production or trade of military weapons
-Tobacco or tobacco related products
-Pronocraphy

Furthermore, during the holding period of an investment Certior carefuly monitor ESG-related issues and gives feedback to the managers, if required.

 

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

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.

Among funds we have a allocation policy and we can also ask opions of Advisory Boards of different funds, if conflict of intrests arises.

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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