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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.

Investment Principles:

GENUI will not invest in companies suspected of illegal or unethical business practices or invest in companies which are linked to the arms industry and arms trading, gambling industry, tobacco industry or human cloning.

GENUI pays particular attention to international law on human rights, and to the application of environmental, social, and governance (ESG) criteria to the management of its private equity fund portfolios. Responsible investing is recognising that environmental, social and corporate governance issues affect the performance of the investment portfolios. Our objective is to create long-term value for our investors, which we believe can also be achieved by enhancing ESG criteria alongside traditional operational and financial criteria.

Investment Strategy:

GENUI is a growth-oriented investor focused on established businesses with a proven and successful business model. As such, the Fund will focus on investments which are employed by the portfolio companies to drive the growth of the business or where the funds provided by GENUI are used to buy out existing shareholders.

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.

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].

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.

GENUI has formally established procedures to clear potential conflicts of interests with stakeholders, if any, before they could materialise.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)