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Jackson Square Partners

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


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。


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。

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. 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 (Private)

SG 02. Publicly available RI policy or guidance documents


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。



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。


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。

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. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)