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NorthEdge Capital LLP

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.

As a market leader with a strong presence in the "NE&M" Region (Northern England & the Midlands), we place significant emphasis on the Firm's environmental, social & corporate governance credentials. The Firm commits both energy & resource to ensuring that we are the private equity partner of choice in the NE&M Region. We believe that the essential elements in creating a successful & sustainable business platform involve taking a long term approach to investee companies, maintaining & developing the strong relationships that have built over the Partners' significant operating history, & creating an atmosphere of openness & transparency with key stakeholders. Our RI Policy stretches across positive & negative ESG screening & due diligence, to portfolio monitoring & exit. The breadth, depth & quality of these standards is the subject of a continual improvement program, drawing on the benefit of ESG-related research & best practice that is available via the PRI & our position Chairing the BVCA's Responsible Investment Advisory Group ("RIAG"). We have a firm belief that our active management approach surrounding ESG contributes to the development of enduring businesses & relationships that we can be proud of, which in turn, will deliver sustainable returns to our LPs.

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

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].

I have attached our RI Policy to the first question - which covers those following.

I have then copied in the link to our ESG page, and onward link to our RI policy in the latter questions (note: they all refer to the attached document).

Further to SG 02.3, this URL further provides our investment principles:

http://northedgecapital.com/who-we-are/our-approach/

 

 


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.

Each investment opportunity which progresses to the first stage of our investment process (the writing of an introductory paper that is distributed to the new business team for discussion at the weekly new business meeting) includes a mandatory and comprehensive conflict of interest check. Papers submitted without a conflict of interest check are rejected. Any conflicts arising will be taken to the CFO and dealt with in accordance to our compliance manual. The conflict check comprises early-stage KYC across: ownership; debt; controlling parties; suppliers; customers; introducer; & any other possible conflicts noted by the deal team.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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