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CBRE Investment Management

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.

CBRE Global Investors has an allocation policy based on a rotation process so that all clients/investors are treated fairly as monitored by Compliance.

The Firm utilizes third parties (including CBRE and other affiliates) for various services. CBRE affiliates are engaged when the relationship allows the Firm to access the highest quality professionals in a given market. If CBRE professionals, services and/or pricing are determined to be less than the best available in the market (based on research conducted by the investment team), the engagement will be competitively bid. The structure of the Firm’s relationship to its parent and affiliates serves to minimize this conflict of interest. A policy is in place in which all investment decisions, including selection of service providers, are made solely by CBRE Global Investors professionals. No employee of the Firm is financially rewarded in any way for fees paid to affiliates. The compensation of senior management/investment teams is largely dependent upon portfolio performance aligning staff economic interests with those of the investor/client/partner. The relationship between a fund/account and affiliated service providers is governed by an agreement which ensures access to the highest quality professionals on arm's length terms and outlines the services to be delivered.


03.3. Additional information. [Optional]

To further mitigate conflicts of interest and avoid any potential incentive to direct business to CBRE on behalf of client accounts, the Firm prohibits its employees from owning CBRE stock without the consent of senior management and the Global Chief Compliance Officer. In addition, all investment professionals must disclose to senior management and the Compliance Department any personal investments in third party funds, partnerships, joint ventures, individual commercial real estate assets, or otherwise which may have overlapping investment objectives with any CBRE Global Investors’ investment programs.

SG 04. Identifying incidents occurring within portfolios (Private)