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Lighthouse Infrastructure

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.

Lighthouse Infrastructure is a socially responsible infrastructure investment firm.  Our investment belief is that socially responsible investments will deliver superior risk adjusted returns to investors over the long term.

We use a positive screening process to identify our investments.  We specifically target investments which assist in meeting the objectives of the UN Sustainable Development Goals.

We believe that these assets will deliver superior returns for three key reasons:

  • Assets which are well aligned to society’s social objectives are less likely to be the subject of adverse regulatory outcomes
  • This regulatory risk factor and potential volatility is not built into valuation inputs and therefore mispriced currently
  • Greater demand for these types of assets over the longer term will drive valuations higher

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.

Lighthouse Infrastructure is an independent and 100% employee owned fund manager.  Lighthouse's conflicts of interest policy is consistent with the guidance provided by ASIC in Regulatory Guide 181: Licensing: Managing conflicts of interest.

Consistent with RG 181, Lighthouse uses the following three mechanisms to management conflicts of interest:

- controlling conflicts of interest

- avoiding conflicts of interest; and

- disclosing conflicts of interest.

In addition, each of Lighthouse's managed funds have an investor representative committee (comprising unitholder representatives) and one its roles (among other roles) is to consider and make recommendations relating to investments that involve conflicts of interest.

All staff are trained regularly on all policy requirements including the Conflicts of Interest Policy and are encouraged to discuss any potential areas of conflicts for full transparency.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Not Completed)


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