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Advantage Partners

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 implement our private equity investments and support the subsequent management process in order to nurture our portfolio companies into entities that remain sufficiently competitive and sustainable even after they have left our funds, and to provide value not only to our funds and the investors thereto but also to other shareholders, employees, business partners and financial institutions.

To identify and manage ESG factors which may affect those stakeholders' interests, we integrated the framework for ESG consideration into our investment cycle.

Before undertaking investment, we conduct ESG screening and assess risks and value creation opportunities associated with ESG factors through our due diligence process.

Where there are any material ESG issues identified during investment process, we develop and implement adequate action plan to address those issues in collaboration with portfolio companies.

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.

URL/Attachment

URL/Attachment

URL/Attachment

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.

Compliance Committee is responsible for management and monitoring of potential conflicts of interest issues in the investment process.

Through attendance at the weekly deal review meeting and Investment Committee and discussion with deal teams and administration team, the members of Compliance Committee are expected to identify and raise potential conflict of interest issues involved in any transaction in the investment process.

In cases where Compliance Committee determines that the identified conflicts of interest issue shall be managed, we will take necessary steps such as to modify the terms of the transaction involving conflict of interest, to disclose the transaction to investors, to seek approvals from investors or Limited Partners Advisory Committee, or other measures following instructions by Compliance Committee.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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