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Fonds de solidarité FTQ

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。

As a long-term investor, the Fonds provides patient capital to local businesses creating jobs and generating wealth in Quebec. The Fonds’ approach to growth is in line with the inclusive growth approach: it places people at the centre of its decisions and concerns. Its main activities consist in supporting local SMEs’ development and fostering healthy saving habits among the working-age population. The Fonds actively promotes an economy at the service of people, distancing itself from short term profit seeking investment practices. It aims at generating a reasonable return for all its savers.

The Fonds is mandated by law to invest 64% of its assets in development capital investments, the majority of which must be directed towards SMEs that generate tangible economic impacts in Quebec. Remaining assets can be invested in other categories of assets and geographies for diversification purposes.

The Fonds has adopted a Sustainable Development Framework Policy, which overarches its investment and integrated asset management policies. The Sustainable Development Framework Policy frames its investment and active ownership approaches, while specifying its exclusion criteria.

The Fonds’ approach is tailored to the specific nature of its two main portfolios: Development capital investments portfolio (mainly mission-driven private equity) and Other assets portfolio.

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]

The Fonds’ Sustainable Development Framework Policy applies to all its assets. It was most recently updated in 2016, by the Fonds’ board of directors. Its main principles consist in:

  • Offering patient capital to Quebec’s SMEs, with the objective of creating, maintaining and protecting jobs;
  • Offering economic training to workers;
  • Complying with the highest labour relations and human rights standards;
  • Favouring local sourcing;
  • Supporting social purpose NGOs;
  • Elaborating an environmental action plan.

The Fonds has adopted voting principles, which apply to all its investments in listed equities. It also either directly engages with targeted companies on ESG themes, or via an external service provider.

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。

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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

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02.3. 補足情報 [任意]

The Fonds’ Sustainable Development Framework Policy covers most of the above subject matters: definitions and guidelines, ESG integration and active ownership approaches, governance structure and sharing of responsibilities.

Also included above are the Fonds’ voting principles. Please note that many of the documents referred to in the above sections are only available in French.

As for reporting, the Fonds annually files its Operations and Sustainability Report, along with its GRI Index.


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。

The Fonds de solidarité FTQ has two Codes of Ethics and Conduct that stipulate essentially the same obligations. The first is for managers and unionized employees while the second is geared to officers and directors of the Fonds’ Committees and Boards. Defining the rules of conduct, these Codes are designed to, among other things, avoid conflicts of interest.

The Codes also set out a whistleblowing procedure for reporting cases of non-compliance. Moreover, all employees, officers and directors must complete an annual declaration of interests and a statement of compliance.

The Act constituting the Fonds de solidarité FTQ provide a section on conflicts of interests on the investment process.

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Not Completed)


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