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Ecofi Investissements

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.

other (1) description

          General guidelines of Ecofi's holding, Crédit Coopératif.
        

other (2) description

          Report of the World Commission on Environment and Development: Our Common Future
        

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

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.

The current policy was adopted in 2011 and is completed by a mapping of the risks of conflicts of interests.

It relies on the following steps:

1 - identification and cartography of situations /events that may impact our clients' interests;

2 - definition of the procedures and actions to be implemented to manage these conflicts ;

3- information of the clients when the measures taken are insufficient to guarantee the full protection of their interests.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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