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de Pury Pictet Turrettini & Cie

PRI reporting framework 2017

You are in Indirect - Inclusive Finance » Contractual agreements and mandate design

Contractual agreements and mandate design

IFI 03. Including issues referred to in the PIIF

03.1. When agreeing contracts and designing mandates with investment managers, in the process, indicate if you consider including the following issues referred to in the PIIF:

Actively supporting retail providers to innovate and expand the range of financial services to low-income people (Principle 1)

Describe and indicate how.

Investment strategy analysis and due diligence

Integration of client protection in investment policies and practices (Principle 2)

Describe and indicate how.

Investment strategy analysis and due diligence

Treating investees fairly with appropriate financing needs that meets demand, clear and balanced contracts and fair processes for resolving disputes (Principle 3)

Describe and indicate how.

Investment strategy analysis and due diligence

The inclusion of ESG issues in investment policies and reporting (Principle 4)

Describe and indicate how.

Investment strategy analysis and due diligence

Active promotion of transparency in all aspects (Principle 5)

Describe and indicate how.

Investment strategy analysis and due diligence

Striving for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors (Principle 6)

Describe and indicate how.

Investment strategy analysis and due diligence

Collaborating to set harmonised investor standards that support the further development of inclusive finance (Principle 7)

Describe and indicate how.

Investment strategy analysis and due diligence

03.2. Additional information. [Optional]

As a direct consequence of economic globalisation, microfinance is one of our main topcis of interest. It has led to our taking part in the creation of a company specialised in that field Blue Orchard Finance S.A. which provides sound returns within a responsible finance framework.


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