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REEP Foundation

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 invest in ESG leaders company showing positive social impact through ESG funds having ESG principles and financial results. We select ESG funds in Japan and the US in terms of social impact and carbon impact. If the social impact is higher than other funds, the management fee can be higher also.  We exclude funds and company showing negative social impact.  As AUM grows, we take impact investment and microfinance portfolio into our portfolio. 

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]

Out investment mostly comes from endowment to our foundation. We invest in ESG funds using gender, climate, poverty, and culture lenses according to settlor's will.  The financial return will be used as grants or impact investments again for further impact. 

01.6. Additional information [Optional].

          
        

SG 01 CC. Climate risk

01.6 CC. Indicate whether your organisation has identified transition and physical climate-related risks and opportunities and factored this into the investment strategies and products, within the organisation’s investment time horizon.

Describe the identified transition and physical climate-related risks and opportunities and how they have been factored into the investment strategies/products.

Significant risks will be climate change-related catastrophes and sea-level rise, which may affect critical damage to our investment.  We are trying to diversify our investment regarding geographical climate risks.  Opportunities will be the emerging leading companies and entrepreneurs bringing social innovations.  We are planning to invest them and also provide some incubation support for emerging entrepreneursas our AUM grows

01.7 CC. Indicate whether the organisation has assessed the likelihood and impact of these climate risks?

Describe the associated timescales linked to these risks and opportunities.

10 years to 100 years for climate risks,  opportunities will be in these 10 years.

01.8 CC. Indicate whether the organisation publicly supports the TCFD?

01.9 CC. Indicate whether there is an organisation-wide strategy in place to identify and manage material climate-related risks and opportunities.

Describe

We invest in the ESG fund showing the best carbon impact in the asset-class in that geography selected. Since we are a non-profit foundation we annually show carbon impact. We also work in a remote-work style that diversifies physical climate risk and emit less carbon.

1.10 CC. Indicate the documents and/or communications the organisation uses to publish TCFD disclosures.


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

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.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].

Our latest annual report will be published in the end of April 


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.

There are two major potentials in our foundation's responsible investment policy. The first one will be management fees of ESG funds. Usually, it's a bit higher than other funds.  We explain it's risks and cost to our stakeholders and we estimate additional management fees for funds having a clear responsible investment policy.  The second will be its liquidity risks since good funds for us are usually small, which means liquidity risk is greater than the usual investment. Our investment design to be long term investment.  

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios

04.1. Indicate if your organisation has a process for identifying and managing incidents that occur within investee entities.

04.2. Describe your process on managing incidents


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