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Groupama Asset Management

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]


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

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.

1/ Groupama Am is the sole investor on behalf of its main client Groupama  SA.

2/ In order to preserve the interests of all clients and their equally treatment, Groupama AM is using a pre order allocation tool for all investment  transactions.

3/ Groupama AM respects the Best Execution principles

4/ Groupama Am doesn’t  invest in parent company entities.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios

04.1. Indicate if your organisation has a process for identifying and managing incidents that occur within portfolio companies.

04.2. Describe your process on managing incidents

          Groupama Am set up a list of controversial companies. Those companies are excluded from SRI portfolios. This list is regullary updated.  In 2016, a review of the methodology for this list continued, in order to reinforce an inclusion of the  companies facing important governance risks. Furthermore, we added a watch list. It is an ongoing process.
        

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