Public HTML RI reports - PRI reporting framework 2020

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The Hampshire Companies, LLC

PRI reporting framework 2020

Organisational Overview

Basic information [OO 01 - 09] Asset class implementation gateway indicators [OO 10 - 12] Peering questions [OO LE 01 - HF 01]

Strategy and Governance

Investment policy [SG 01 - 04] Objectives and strategies [SG 05 - 06] Governance and human resources [SG 07 - 08] Promoting responsible investment [SG 09 - 11] Outsourcing to fiduciary managers and investment consultants [SG 12] ESG issues in asset allocation [SG 13 - 15] Asset class implementation not reported in other modules [SG 16 - 17] Innovation [SG 18] Communication [SG 19]

Direct – Private Equity

Overview [PE 01 - 02] Fundraising of private equity funds [PE 03 - 04] Pre-investment (selection) [PE 05 - 08] Post-investment (monitoring) [PE 09 - 13] Outputs and outcomes [PE 14 - 15] Communication [PE 16]

Direct - Property

Overview [PR 01] Fundraising of property funds [PR 02 - 03] Pre-investment (selection) [PR 04 - 06] Selection, appointment and monitoring third-party property managers [PR 07] Post-investment (monitoring and active ownership) [PR 08 - 14] Overview [PR 08] Property monitoring and management [PR 09 - 10] Property developments and major renovations [PR 11] Occupier engagement [PR 12 - 13] Community engagement [PR 14] Outputs and outcomes [PR 15 - 16]

Direct - Hedge Funds

Policy [HF 01 - 02] Governance [HF 03 - 05] Investment process [HF 06 - 11] Monitoring and reporting [HF 12 - 15]

Direct - Inclusive Finance

Context [IFD 01 - 06] PIIF Principle 1: Range of services [IFD 07 - 10] PIIF Principle 2: Client protection [IFD 11 - 13] PIIF Principle 4: Responsible investment [IFD 18 - 24] PIIF Principle 5: Transparency [IFD 25 - 27] PIIF Principle 7: Standards [IFD 32 - 34]

Confidence building measures

Confidence building measures [CM1 01 - 07]

Export Public Responses

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You are in Direct - Inclusive Finance » PIIF Principle 3: Fair treatment

PIIF Principle 3: Fair treatment

IFD 14. Investment in local currency (Not Applicable)

IFD 15. Average maturity of debt investments (Not Applicable)

IFD 16. Average holding period of equity investments (Not Applicable)

IFD 17. Terms and conditions

Possible action:

Negotiate terms and conditions that are transparent, fair and reasonable, including fair break-up clauses.

17.1. Indicate if you adopt the following practices:

Ensure that the investee understands the terms, covenants and their implications prior to signing loan / shareholder documentation.

Foster trust and proactive dialogue with investees through straightforward discussions on issues such as a covenant breach.

In the case of material covenant breach, create/participate in a voluntary workout group where applicable, with the goal to help the investee remain a going concern whenever possible.

Encourage investee skills-building on financial projections, scenario planning and stress-testing for management, and on financial expertise and governance for Directors.

Other (explain)

None of the above

17.2. Additional information. [Optional]

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