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AAG Investment Management Pty Ltd

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage (Not Completed)

SG 02. Publicly available RI policy or guidance documents (Not Completed)

SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

Our approach to managing conflicts of interest comprises three elements:

1. Controlling conflicts of interest;

2. Avoiding conflicts of interest; and

3. Disclosing conflicts of interest.

AAGIM has an active process of identifying potential for conflicts of interest. Any conflicts discovered are assessed and evaluated by the Board and then a course of action is considered and implemented. Depending on the circumstances and nature of any given conflict of interest, it may be appropriate to:

• Disclose the conflict of interest to the relevant party(s);

• Allocate another staff member to provide services to that client(s); or

• Decline to provide services to the particular client(s).

AAGIM’s policy is to disclose conflicts of interest when they arise. AAGIM has a policy of keeping the number of funds/mandates for whom we are actively acquiring properties at the same time and in the same or similar commodity sectors to a minimum. This helps to avoid any conflicts. Where there are two or more clients with similar mandates for whom we are actively acquiring properties in the same or similar sectors, investment grade properties are offered to each client in rotation. AAGIM has a substantial deal-flow which significantly reduces issues surrounding conflicting mandates.

03.3. Additional information. [Optional]




SG 04. Identifying incidents occurring within portfolios (Private)