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Causeway 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.

Causeway Capital Partners I LP invests in SMEs with strong growth potential. We have an entrepreneurial approach to portfolio management and seek to accelerate growth through direct equity investment and hands-on management support. We have therefore always considered ourselves to be a responsible investor. ESG issues impact the communities where Causeway and our portfolio companies operate. As a fund manager, Causeway Capital recognises this and is committed to assessing and managing material ESG risks in its decision making, both in relation to pre-investment diligence and portfolio management. We do not expect that all of our portfolio companies will necessarily meet all of the minimum standards immediately following our investment. However, we do expect the executive management team to be fully committed to meeting the minimum standards within a reasonable timeframe and Causeway will support them to do so. 

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]

Our policy is, to the best of our ability, to:

Comply with all relevant regulations, at Causeway and at our portfolio companies, in the countries in which we operate

Manage and minimise our own direct ESG impacts

Integrate ESG considerations into all stages of the deal cycle –in relation to pre-investment diligence and portfolio management, and also at exit

Encourage portfolio companies to consider and address all ESG issues relevant to their business, with the aim of delivering continuous improvement

Track and report progress of ESG initiatives at portfolio companies

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.

URL/Attachment

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.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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