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Blue Harbour Group, L.P. (Delisted)

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.

In pursuing its investment strategy, Blue Harbour regularly works to positively influence company policies regarding environmental and social stewardship, corporate governance, board composition, and executive compensation, in order to mitigate risk and enhance financial performance. At the core of our environmental, social, and governance (ESG) management initiatives is a belief that properly mitigating ESG risks is crucial to long‐term value. Equally important, as a fiduciary, we are required to prudently manage our clients’ capital, and we have a duty to ensure investments are neither selected nor excluded solely based on social or environmental factors. Key tenets of Blue Harbour’s responsible investing guidelines include: assessing potential ESG risks and opportunities affecting prospective positions, promoting the acceptance and implementation of good corporate governance principles within the investment industry, maintaining a strict policy to thoughtfully consider our proxy voting positions and to cast votes in a manner that encourages strong environmental, social, and governance practices to enhance long‐term shareholder value and promoting responsible investing principles and regularly engage in such dialogue with our portfolio companies and investment prospects.

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.

Blue Harbour's Compliance Manual sets forth its policies for managing potential conflicts of interest in the investment process. Blue Harbour's General Counsel and Chief Compliance Officer, Robert Rasamny, is primarily responsible for administering such conflict of interest policies. Blue Harbour's Investment Committee meets on a weekly basis to discuss all names in the portfolio, at which time any relevant conflicts of interest are appropriately resolved. In addition, Blue Harbour's Compliance Manual includes specific conflicts of interest policies relating to, among other matters, the payment of brokerage commissions, best execution in the trading process, proxy voting, personal account trading, gifts and entertainment, political contributions, allocation of trades, and outside business activities. The Chief Compliance Officer attends each investment committee meeting and is assisted by outside counsel and compliance consultants, as needed, in administering and carrying out the policies described above. 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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