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Mianzo 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.

01.6. 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 (Not Applicable)


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.

We have a Managagement of Conflict of Interest Policy in place. The objective of the policy is to prevent actual or potential conflicts of interests arising from the investment process including steps to take should an actual or potential conflicts of interests arise. The policy is reviewed annually and circulated and acknowledged by all investment staff and support staff. We also have a Fair Dealing Policy whose objective is to ensure that trade allocation is fair and equitable. We also have a Personal Account Trading Policy which deals with the prevention of actual or potential conflict of interests with respect to personal account trading.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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