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Fondita Fund Management Company Ltd

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。

Fondita’s investment philosophy is based on stock picking. We have a consistent approach and use the same investment philosophy in all of our 8 equity funds. Fondita Fund Management Company acts responsibly in our business operations and fund management. This means that we, in all our operations, take environmental, social and corporate governance (ESG) issues into account. Our policy for responsible investments is available for our customers via our website 

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]

Our policy describes our approach to responsible investments. We are convinced that responsible actions and sustainable businesses are connected to long-term value creation which we believe benefits the long-term business performance. The policy describes how we use ESG-data to assess our portfolio holdings' risks and opportunities in relation to ESG-aspects. We use several tools and data for following the companies ESG-scores. The policy also describes the guidelines that are set for the portfolio managers in case of any ESG-related incidents occur in our holding companies. We explain how we may influence the corporate decision-making through corporate governance, even if we are a minority owner <10% of the companies in question.

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。

If a potential conflict of interest in the investment process is discovered we discuss the conflict internally involving fund managers, company management and compliance officer. If neccesary, the portfolio managers have a direct dialogue with the company and try to solve the issue. When necessary we also discuss the issue with the financial supervision authorities of Finland.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)