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CapVest Partners LLP

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.

The Firm has robust conflict management procedures. Should conflicts arise these are dealt with using clear processes outlined in procedures manuals and policies set out by the Firm.  These procedures and organisational guidelines were designed and successfully tested to manage such potential situations and should alleviate any potential conflicts of interest.  As an example, the Firm has an allocation committee for fixed income funds to manage allocation of investments across similar investment strategies.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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