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Alvarium Social Housing Advisors Ltd

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。

The Home Long Income Fund (HLIF) is dedicated to fighting homelessness in the United Kingdom through addressing the severe shortage of suitable housing for the homeless.

HLIF seeks to deliver superior investment returns whilst fulfilling the key objective of providing housing for homeless people.

Each asset acquired will be let to a tenant who is (i) a specialist Housing Association who is a Registered Provider of social housing, or (ii) a local authority, or (iii) a charity which specialises in homelessness which is registered with the Charity Commission, or (iv) a body, recognised by the Financial Conduct Authority, or an equivalent regulator, in relation to its charitable status or purpose. 

Whenever consistent with its fiduciary responsibilities, HLIF will encourage tenants of the assets held in the HLIF portfolio to reduce the carbon footprint of assets under their control by virtue of their leases, and will explore ways in which the fund can support its tenants to meet this objective.

HLIF will measure the environmental performance of assets acquired by the fund, both individually and across the portfolio, with environmental improvement plans put in place for individual assets.

 

 

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]

HLIF's policy is intended to:
• Promote environmental protection
• Prevent pollution
• Promote sustainable development
• Meet or exceed legal compliance and planning requirements
• Anticipate future policy impacts
• Establish risks from the physical impacts of climate change and
• Minimise waste

HLIF considers sustainability, primarily but not solely, under the following parametres:
• Financial performance
• CO2 emissions
• Energy
• Accessibility
• Physical risks
• Water
• Waste
• Engagement
• Reporting

HLIF expects all new and refurbished buildings to have Energy Performance Certificates rated at C or higher, and that the design will incorporate enhanced insulation, advanced energy efficiency and a suitable range of water-saving features. HLIF will not consider acquiring buildings with an Energy Performance Certificate rating of less than D without having an affordable plan in place to improve the rating during the period of property ownership. 

HLIF will not ordinarily acquire buildings that fall short of our minimum standards unless we are able to demonstrate that affordable improvements can be made.

While keeping our focus on maximising individual assets' financial performance, HLIF endeavours to take account of its sustainability objectives by incorporating them into its business planning and reporting. By integrating such issues into the investment appraisal process HLIF aims to minimise downside risks and capitalise on opportunities for enhancing returns wherever possible.

 

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

URL/添付ファイル

02.3. 補足情報 [任意]

HLIF is not marketed publicly. As such, information about the investment policy and strategy of HLIF is not made publicly available (for example, this information is not available on a publicly accessible weblink). However, the ESG focus of HLIF and how this is implemented by Alvarium Social Housing Advisors Limited in its role as investment manager for HLIF is explained in the HLIF prospectus. The HLIF prospectus is provided to all potential investors. As such, this information can form part of investor decision making. 


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。

Alvarium Social Housing Advisors Limited is committed to conducting business with the highest integrity and in compliance with the letter and spirit of the law. All employees must adhere to our management policies and procedures.

These include policies relating to conflicts of interest, and require steps in relation to:

  • Identifying potential conflicts; 
  • Assessing options to avoid or limit any conflict which has been identified; and
  • Escalation of concerns where appropriate, to avoid conflicts of interest 

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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