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Corpfin Capital Asesores, S.A., S.G.E.C.R.

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。

Corpfin Capital's main investment principles are: i) distinctive sourcing, with a clear focus on own-deal creation; ii) transformational value creation through value driven investment and impact-driven ownership, and iii) demanding performance objectives consistently delivered in realised investments over the last 10 years.

Corpfin Capital's investment theses are: i) identifying disruption potential, ii) driving consolidation and iii) exploiting global advantage.

We create value in our business projects through long-term growth and transformation. For this it is essential to develop a shared plan jointly with the rest of the business partners and the management team, clearly setting the objectives to be undertaken during the expansion stage. This philosophy of partnership with management teams and partners is an integral part of our business model and the key to our success. 

Responsible management is an integral part of our identity, our value creation strategy; and our long-term success. At Corpfin Capital we are committed to excellence, respect and promotion of environmental, social and corporate governance aspects.

Corpfin Capital is an independent investment firm and we take investment, management and divestment decisions in the best interest of the funds and its investors, without any type of conflict of interest. 

 

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]

Responsible management is an integral part of our identity, our value creation strategy; and our long-term success. At Corpfin Capital we are committed to excellence, respect and promotion of environmental, social and corporate governance aspects. In addition to applying ESG principles systematically in our organization, we consider the transfer of these objectives and values to each of our investee companies an integral part of our mission, contributing to the sustainable improvement of the environment and generating sustainable long-term returns for society.

Corpfin Capital investment policy excludes the following sectors following its business ethics and/or ESG reasons:

i) tobacco or distilled alcoholic beverages;
ii) gambling and related products;
iii) human cloning;
iv) genetically modified organisms;
v) any illegal economic activity, including any production, trade or other activity, which is illegal under the laws or regulations applicable;
vi) weapons and ammunition of any kind;

vii) casinos and equivalent enterprises, including internet gambling andonline casinos;
viii) animal testing;
ix) pharmaceutical activities which generate a substantial part of their revenues from prescription opioids;
x) pornography;
(xi) the research, development or technical applications relating to electronic data programs or solutions aimed at supporting excluded sectors or  are intended to enable to illegally: A.- enter into electronic data networks; or B.- download electronic data.
(xii) the exploration, mining or extraction of oil, gas, or natural resources expressly including tar sands, artic oil and coal;
(xiii) the generation of revenues from coal-based activities, including, but not limited to, coal power generation and/or electricity via a coal powered plant;
(xiv) speculative trading of food commodities (wheat, soy, corn, rice and potatoes);
 

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

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。

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

URL/添付ファイル

02.3. 補足情報 [任意]

We publish a summary regarding Corpfin Capital commitment to ESG in the company's webpage (wwww.corpfincapital.com).

We release a summary of ESG developments in each participated company to our LPs in our quarterly reporting and present it at the AGMs. We internally keep detailed annual, quarterly, at entry and at exit questionnaires as completed by the participated companies.

 


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。

Conflicts of interest and prohibited investments:

1. Limits on the dealing in shares of directly or indirectly investee companies and its affiliates (applicable to Corpfin Capital and team members):

  • Refrain from buying, holding or dealing in any securities or other investments if Corpfin Capital’s funds hold the same or similar securities
  • During the commitment period refrain from investing in any securities or other investments issued or created by any company falling within the scope of the investment policy

2. Corpfin Capital’s funds will not invest in any entity in which the management company or any Corpfin member participates, without the prior consent of more than fifty per cent (50%) of the Advisory Committee.
3. The management company, Corpfin members and the fund investors shall not, unless expressly approved by more than fifty per cent (50%) of the Advisory Committee and only on an arm’s length basis, sell or purchase assets or securities to or from Corpfin Capital’s Funds.
4. Any contractual relationship with Corpfin Capital’s Funds will only be entered on arms-length basis and will be disclosed in the information regularly provided to the fund investors.
5. Any potential investment investment conflict has to be cleared by the Advisory Committee.

 

03.3. 補足情報 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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