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CapMan Plc

PRI reporting framework 2020

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Organisational Overview
Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]
Strategy and Governance
Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]
Direct – Private Equity
Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]
Direct - Property
Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]
Direct - Infrastructure
Overview [INF 01 - 02] Fundraising of infrastructure funds [INF 03 - 04] Pre-Investment (Selection) [INF 05 - 09] Post-investment (monitoring and active ownership) [INF 11 - 16] Overview [INF 11] Infrastructure Monitoring and Operations [INF 12 - 14] Infrastructure Maintenance [INF 15] Stakeholder engagement [INF 16] Outputs and outcomes [INF 17 - 18] Communication [INF 19]
Confidence building measures
Confidence building measures [CM1 01 - 07]
Export Public Responses
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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。

CapMan plays an important role in the society by managing the capital invested in its funds and developing the companies, properties and assets in its funds’ portfolios. Our business model allows us to invest in a variety of sectors and regions. Through either our funds’ investments or direct investments in Nordic and Russian companies and real estate, we help portfolio companies and properties to succeed through promoting innovation and facilitating new solutions to challenges e.g. relating to various societal developments. Through our success we provide superior returns to our fund investors and shareholders helping them to meet expectations of their own constituencies. At the same time our successful businesses strengthen the economy of the regions. In our role as an active and significant owner we are committed to promoting responsible business practices in our portfolio companies and to conducting sustainable asset management of our real estate investments. CapMan is a role model for its portfolio companies and consequently responsibility plays a key role also in CapMan’s own business activities. Our commitment to responsibility is reflected in our values: active ownership, dedication and high ethics.

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]

01.6. 補足情報 [任意]

SG 01 CC. Climate risk

01.6 CC. 投資期間において特定され、組織の投資戦略・商品に組み込まれている気候関連のリスクおよび機会について記述してください。

特定された気候関連の移行リスク・物理的リスクおよび機会、ならびに投資戦略・商品にそれらがどのように組み込まれているかを説明してください。（500 語以内で自由に記載）

Climate-related risks are considered as a part of normal investment and risk analysis. For some investment cases these are less significant, but for others they can be central to the investment thesis. For example, the Infra fund has invested in a ferry operator that is not vulnerable to potential rise of sea level (in fact may even benefit from it) and where the value creation agenda is largely driven by the conversion of ferries to greener engines and towards zero emissions.

01.7 CC. 組織はそれら気候リスクの可能性および影響を評価しましたか？

組織が気候リスクの可能性および影響を評価していない理由を説明してください。（500語以内）

Climate-related risks are considered as a part of normal investment and risk analysis. For some investment cases these are less significant, but for others they can be central to the investment thesis. For example, the Infra fund has invested in a ferry operator that is not vulnerable to potential rise of sea level (in fact may even benefit from it) and where the value creation agenda is largely driven by the conversion of ferries to greener engines and towards zero emissions.

01.8 CC. 組織はTCFDを公式に支持しますか？

理由を説明してください。

Formal decision has not been made yet – CapMan to evaluate.

01.9 CC. 重大な気候関連リスクおよび機会を特定・管理する組織全体の戦略がありますか？

組織が気候関連のリスクおよび機会を管理する組織全体の戦略をどのように、またどのような時間スケールで実施するか記述してください。

For the time being CapMan is still in the process of evaluating and defining the measures and metrics on how to manage the risks and opportunities across different investment areas and portfolio companies, properties and assets. However, reducing emissions and combating climate change have been identified as one of CapMan’s Sustainable Investment Objectives and we identify the importance of implementing a strategy throughout the organisation.

1.10 CC. TCFD開示を発表するために組織が使用する文書／通信を示してください。

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。

URL/添付ファイル

URL https://www.capman.com/wp-content/uploads/2019/06/CapMan_Sustainable_Investment_Policy_Final.pdf

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

URL https://www.capman.com/company/sustainability/

URL/添付ファイル

URL https://www.capman.com/company/sustainability/

URL/添付ファイル

URL https://www.capman.com/wp-content/uploads/2019/06/CapMan_Sustainable_Investment_Policy_Final.pdf

URL/添付ファイル

URL https://www.capman.com/wp-content/uploads/2019/06/CapMan_Sustainable_Investment_Policy_Final.pdf

URL/添付ファイル

URL https://www.capman.com/wp-content/uploads/2019/06/CapMan_Sustainable_Investment_Policy_Final.pdf

URL/添付ファイル

URL https://www.capman.com/wp-content/uploads/2019/06/CapMan_Sustainable_Investment_Policy_Final.pdf

URL/添付ファイル

URL https://www.capman.com/wp-content/uploads/2019/06/CapMan_Sustainable_Investment_Policy_Final.pdf

URL/添付ファイル

URL https://www.capman.com/wp-content/uploads/2019/06/CapMan_Sustainable_Investment_Policy_Final.pdf

02.3. 補足情報 [任意]

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。

Procedures to be followed and measures to be adopted in order to prevent, manage and monitor such conflicts shall include a robust governance framework with clear responsibilities and reporting channels, segregation of functions and where absolutely necessary, controlling the flows of information within the organisation, appropriate remuneration systems, clear decision-making framework, contractual arrangements (in particular those with investors), as well as disclosure of conflicts of interest to investors and consultation with investors where they cannot be prevented.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios

04.1. 組織では、投資先企業において発生するインシデントの特定と管理を行うプロセスを設定しているかどうか明示して下さい。

04.2. インシデントを管理するプロセスを説明して下さい

Portfolio level data on realized incidents are collected at least on an annual basis. However, CapMan always has representation in the portfolio company Board of Directors, who have direct responsibility for managing any significant incidents.
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