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Jackson Square Partners

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.

Core Beliefs

Jackson Square Partners believes that a principles-based approach to evaluating material Environmental, Social and Governance, (“ESG”) factors for all investments enhances our stock selection, portfolio risk management, and, ultimately, returns for our clients.  As active owners with a long history of enacting positive Governance changes, we also believe that influencing our companies to enhance their performance on ESG issues is a key source of sustainable alpha generation.

Principles-Based Approach

ESG issues require careful evaluation on a company-level.  Our concentrated investment strategies ensure that Jackson Square’s investment analysts can perform deep, proprietary research on all material fundamental and ESG factors that are relevant to our investment decisions.  As such, we eschew strict rules and rubrics in favor of a more time- and resource-intensive, principles-based approach to evaluating ESG factors.

Integration into the Investment Process

Analysis of ESG factors can heavily influence our Intrinsic Business Value (IBV) estimate for a company, both in our assessment of a company’s sustainable free cash flow growth rate, and in the cost of capital we apply.  We believe that this integration of ESG analysis into our quantitative IBV-setting exercise is a simple and effective way to incorporate these issues into our investment process.

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

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

02.3. Additional information [Optional].


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.

Jackson Square seeks to act in good faith and to treat all clients in a fair and equitable manner over time, regardless of the client’s fee arrangements or the influence of a client or client’s beneficiaries. Jackson Square employs various controls to assist in the disclosure and management of potential conflicts of interest and maintains policies (including Jackson Square’s Code of Ethics and a trade allocation policy) that have been designed to mitigate any such conflicts.  In instances where unique requirements or restrictions are required due to the identification of different conflicts, Jackson Square may establish additional policies and controls or develop alternate processing requirements to assist in the mitigation of these conflicts.  Jackson Square has also adopted written proxy voting policies and procedures that govern Jackson Square’s voting of client securities and which have been designed to ensure that Jackson Square votes proxies in the best interests of its clients. 

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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