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Lighthouse Infrastructure

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。

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. 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。

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. 補足情報 [任意]

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