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Fortius Fund Management

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。

Investment Strategy

•             Strategically acquire assets

•             Add value through active management

•             Crystallise value by strategic asset realisation

Fortius’ culture of risk management, which has been refined over our 29 year history, ensures that from acquisition to disposal, we continuously review and monitor our investment strategies and adapt where necessary in order to generate the maximum risk-adjusted returns while maintaining focus on protecting our Investors’ capital.

Fortius is committed to an effective and ongoing Environmental Social Governance (ESG) program, which has been formally approved by the Board. Our commitment requires us to act ethically and contribute to economic development whilst embracing responsibilities to employees and their families, investors, the community and the environment. Fortius is also a member and a signatory to the United Nations backed Principles of Responsible Investment (PRI).

This commitment is a voluntary mechanism which is integrated into the daily operations and communications of the business over and above its legal obligations and encompasses the manner in which Fortius conducts business, now and in the future, through the pursuit of workplace safety, corporate social responsibility, environmentally sustainable solutions and employee diversity, development and opportunity. 

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


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。

FFM has a structured compliance and governance regime. FFM have in place a number of Committees that include a Conflict and Investment Committee, a conflicts of Interest committiee. 

Fortius has a detailed Conflicts of Interest and Related Party Transactions Policy. 

Depending on the structure of the investor base, our funds/trust have Investor Committees. These Investor Committees have the right to approve related party transactions if stipulated in the Trust Deed of the vehicle in question and it relates to the assets of those vehicles. 

Fortius has a Conflicts of Interest Committee that oversees Fortius' adherence to protocols set out in the Conflicts of Interest Policy. The Committee will resolve to deal and advise on any business or employee conflict of interest and/or related party dealings per the policies. All material matters will be escalated to the Board for review and approval. 

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)