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Deutsche Finance Group

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。

Deutsche Finance´s investment strategy covers private equity real estate and private infrastructure and focuses on diversifcation, high quality assets with significant value add and development potential. We search for assets with a high degree of attractiveness, the potential for above average stable cash flows and an active asset management approach to unlock intrinsic value.

We create value through an active ownership, high professionalism, a long term look and a focus on financial factors.

ESG is part of the strategy to mitigate reputational issues and investment risk whereever possible.


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]

Deutsche Finance´s ESG policy establishes objectives for integrating ESG factors into the investment process, outlines ESG-related principles that guide investment decision-making, and specifies that the policy must be implemented across  investment types, property sectors and regions. The policy also describes Deutsche Finance´s commitment to monitoring and reporting of ESG objectives.

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。

The Conflict of Interest Policy summarizes the key conflicts of interest that Deutsche Finance may be exposed to at certain stages in the investment management process (i.e. fundraising, investment, management, exit) and describes specific procedures to appropriately address and resolve them. If a conflict of interest arises which the Compliance Officer deems is sufficiently serious to be disclosed to the relevant client, the firm will disclose the conflict and discuss with the client how best to manage the conflict. Sufficient detail should be given to the client to enable it to take an informed decision about the service in the context of which the conflict of interest has arisen.

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)