This report shows public data only. Is this your organisation? If so, login here to view your full report.

Chahine Capital

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。

Chahine Capital is an independent management company based in Luxembourg and a pioneer in quantitative Momentum management applied to long-only equity strategies.

Chahine Capital manages the Digital Funds SICAV, founded in 1998. Digital Funds apply a long-only strategy on momentum applied to European or American listed equities.

Starting with the analysis of a considerable amount of financial data, our algorithmic models identify Stars companies which offer a good potential of outperforming the markets.

Our dynamic and quantitative investment process is 100% bottom-up. Its added value results of an active selection of securities.

This process is extremely rigorous : any unintentional bias, risk factors, the weight of each security in our portfolios, their liquidity, are all strictly controlled.

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]

The responsible investment approach impacts our investment policy with the exclusion of certain sectors and business practices from the investment universe. 

Coal and tobacco producer, non-conventional weapons manufacturers and highly controversial companies

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。

Mechanism to manage a conflict of interest at J.Chahine Capital:

- the detected conflict of interest is identified by the Compliance Officer, or brought to his attention by the concerned employee;

- the Head of Compliance must propose a solution to deal with the conflict, giving priority to the interest of the client or the UCITS under management, and necessarily informs him/her in writing. As stipulated in Article 13 of the Code of General Ethics, unresolved conflicts of interest will be reported to the Board of Directors and resolved. in the manner determined by him;

- J.Chahine Capital abstains definitively if no solution allows to respect the principle stated above;

- the conflict of interest must be recorded in the specific register held by J.Chahine Capital. This register records the types of collective portfolio management and discretionary management activities carried out by J.Chahine Capital for which a conflict of interest involving a significant risk of harming the interests of one or more UCITS or other customers has occurred or is likely to occur;

- the Chief Compliance Officer must then propose corrective actions to prevent such occurrences in the future conflict

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)