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ISATIS Capital

PRI reporting framework 2020

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PE 01. Description of approach to RI (Private)

PE 02. Investment guidelines and RI

02.1. 組織の投資活動が、責任投資ポリシーを指針としているか、責任投資ガイドラインに従っているかを示してください。

02.2. 投資活動におけるESG問題に対するスタッフおよびポートフォリオ企業のアプローチへの期待について、どのように組織がその概要をまとめているか説明してください。また責任投資/ガイドラインおよび組織が組織内のスタッフとポートフォリオ企業の経営陣に責任投資への期待をどのように説明または伝達しているかについて、その範囲を説明してください。 [任意]

Pre-investment process:

ISATIS Capital expects its investment managers (PM) and analysts to assess at the outset of discussions with candidate companies the risks/opportunities, strengths and weaknesses of the company in addressing ESG issues. A specific due diligence questionnaire has been created to this end. A risk scale must be established in the investment notes based on management's knowledge and sensitivity to ESG issues, the degree of management acceptance to progress and the level of transparency. Those different points should help the investment committees to take a decision. In 2019, it has been done automatically.

Post-investment process:

Once the investment is done, the portfolio managers should arise the ESG topics regularly during the board meeting. It is in progress, seven specific analyses on  ESG have been done with some recommandations to discuss in the board.

A follow-up should be made once a year where the companies should provide ESG KPIs on E and S and the analyst should report an analyse on the ESG trend of the companies.

In case of ESG incident, ISATIS Capital expects its portfolio managers to react, alert and help the company to solve the problem.