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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. 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 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. 補足情報。 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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