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Caja Ingenieros Gestión SGIIC, SAU

PRI reporting framework 2017

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.4. Indicate what norms you have used to develop your investment policy that covers your responsible investment approach.

01.6. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

We have created a model of integration of ESG criteria in the process of valuation the companies we invest on. The scoring model ranks our portfolio according to the indicators and the weigh we have determined for each pillar of the ESG and provide us an overview of those companies with a better integration of ESG criteria.


SG 02. Publicly available RI policy or guidance documents

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

URL/Attachment

URL/Attachment

02.4. Additional information [Optional].


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.

All the portfolio managers and the responsible managers of each area of the firm are requested to accept an internal code of behaviour which describes what is supposed to do in case of conflicts of interests. Moreover, we have a specific code to deal with related-party transactions in order to avoid these conflicts of interests.

Both documents are approved by the board of directors of the firm and we report to them any observed transaction that could be suspicions according to these documents.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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