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Bank Julius Baer & Co. 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.

The Conflict Resolution Committee aims to minimize the ESG (Environmental, Social and Governance) risks for the investments of our clients within the investment strategy of Bank Julius Baer & Co. Ltd. and the defined investment universe.

The Conflict Resolution Committee is responsible for defining and implementing the criteria of investment approval for MSCI ESG Research CCC rated or unrated/internally rated instruments; reviewing the approved instruments; and developing a policy with clear decision principles on specific ESG issues to guarantee a consistent decision process.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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