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CapMan Plc

PRI reporting framework 2020

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You are in Direct - Infrastructure » Pre-Investment (Selection)

投資前(投資対象の選択)

INF 05. Incorporating ESG issues when selecting investments

05.1. 組織がインフラ投資先を選択する際、通常、ESG問題を組み入れているかどうかを記載してください。

05.2. ESG問題をインフラ投資の選択に組み入れる際のアプローチを説明してください。

ESG aspects are part of the initial screening for investment opportunities and form part of the investment case. We also use negative screening with restrictions e.g. on coal-based capacity. ESG aspects and risks are further assessed after the investment opportunity has been identified and preliminary investment case has been formulated. In the event of ESG criteria are not met, the opportunity will be discontinued.

The scope of due diligence is determined on a case by case basis, but as part of all investment decisions, a formal ESG due diligence checklist is applied to ensure all potential aspects of ESG issues are covered.

Targets with positive ESG aspects (e.g. potential to lower GHG emissions) are prioritised in investment target selection.


INF 06. ESG advice and research when selecting investments

06.1. 組織がESG問題をインフラの投資選定プロセスに組み入れる際、組織内や組織外から入手した助言や調査を通常使用しているかどうかを記載してください。

          Investment Partner
        
          Investment Associate
        
          Compliance Officer
        

06.2. 補足情報 [任意]

External advisers are used to complete our standardised ESG due diligence checklists. In addition, key ESG-related factors such as environmental compliance are included in the scope of full due diligence reports by the relevant advisers (typically technical & environmental, legal).


INF 07. Examples of ESG issues in investment selection process

07.1. 組織の投資選定プロセスにおいてE / S / G問題の内どの問題が主として考慮されているかを明示するとともに、問題毎に典型的な例を3つまで挙げてください。

ESG問題

ESGの各問題について、典型的な例を3つまで挙げてください

          Emissions (e.g. GHG)
        
          Fuel mix
        
          Environmental compliance and permits
        

ESGの各問題について、典型的な例を3つまで挙げてください

          Health and safety issues
        
          Policies in place (HR, code of conduct, etc.)
        
          Community impact
        

ESGの各問題について、典型的な例を3つまで挙げてください

          Anti-bribery and corruption
        
          Board and management team composition & diversity
        
          Processes
        

07.2. 補足情報 [任意]


INF 08. Types of ESG information considered in investment selection

08.1. インフラの投資選定プロセスにおいて組織が主としてどのような種類のESG情報を考慮しているかを明示してください。

08.2. 補足情報 [任意]

Relevant identified risks, opportunities and conclusions are included in the Investment Memorandum, which is used by the Investment Committee to decide on the investment. Sources of information include information from the target, statistical agencies, public authorities, sector experts, etc.


INF 09. ESG issues impact in selection process

09.1. 報告年度に、ESG問題がインフラ投資の選択プロセスに影響したかどうかを記載してください。

09.2. 報告年度に、ESG問題がインフラ投資のディールストラクチャリング・プロセスにどう影響したかを記載してください。

09.3. 補足情報 [任意]

Consideration of ESG issues typically always leads to identification of opportunities and/or risks. Investments have been abandoned typically based on environmental aspects (fossil fuel related footprint). Share purchase agreements typically contain clauses based on ESG related due diligence matters such as any identified environmental or regulatory exposures.


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