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AS Trigon Asset Management

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

投資ポリシー

SG 01. RI policy and coverage

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

当てはまるものをすべて選択してください。
ポリシーの構成要素/種類
AUMの対象範囲

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。

Trigon’s overarching goal is to create long-term superior risk-adjusted investment return in the Funds that we manage. In our role as owners, the overriding principle is to act in the best interest of our investors.We manage multiple Funds and mandates each with their own investmenr strategy, but the ESG factors are similarly considered for all of them. 

Trigon considers good corporate governance as well as environmentally and socially responsible behaviour as essential in picking investment objects. Trigon’s investment strategy has a number of characteristics that define our role as an owner: we are active, we are long-term and we are responsible.

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

この指標には新しい設問が追加されています。事前に入力されている回答を精査してください。

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。

URL/添付ファイル

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]

We have responsible investment policy that covers all areas, we do not have separate policy for each sector or apporach. 


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。

A number of ethical principles have been laid down in Code of Ethics to assure high standard of ethical behaviour from Employees/Mangers when performing their duties. The principle of segregation of duties is fundamental to prevent conflicts of interest to adversely affect the interest of the Clients or Investors.

The Employees/Managers possibility to make personal investments in the securities is restricted to avoid the conflicts of interest arising. Specific rules for the trading by the Employees and Managers are outlined in the Code of Ethics.

Since Trigon is managing multiple mandates with similar and also different strategies then this could entail a potential conflict of interest situation. This is mitigated by procedures established for aggregation and allocation of orders in the best execution internal rules. We have implemented practices to take into account material factors and interests of all clients and allocate all investments in a way that we consider fare while taking into account such client factors. Periodical reviews of client portfolio holdings and investment performance mandates take place with the aim to identify any possible favourable treatment.

 

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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