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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.

Possible conflicts of interest directly concerning the financial management business:
This type of conflict of interest has been identified and is managed by means of the system for processing stock market orders (for investment or divestment purposes) placed with financial intermediaries, requiring:
• The systematic pre-allocation of orders in the management application/transmission of orders (sent to brokers),
• The drafting of an incident report when a trading error is recognised,
• The prohibition of transactions arbitraging positions (buy-sell) between funds and between funds and mandates, when their sole purpose is to ensure sufficient liquidity for one of the counterparties.
To this end, the company has an operational procedure for allocating and monitoring orders and a procedure for transactions between managed portfolios.
As part of its third-party asset management business, MÉTROPOLE Gestion must always serve the best interests of its principals or of the shareholders [or unit holders] of the funds under management, ensuring that principals and shareholders are treated equally.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Not Completed)