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Ethos Foundation

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.

As independence is one of its core values, Ethos provides no paid services to issuers. Should any exceptions occur, they must be disclosed in an adequate manner.

In line with Ethos’ in-house policy, Ethos’ staff and Directors are required, upon appointment, to sign the Charter of the Swiss Association of Pension Funds and the Ethical Code of the Association of Certified International Investment Analysts, which explicitly ban any activities that might entail conflicts of interest.

Ethos’ Code of Conduct as well as Ethos' internal regulations on conflicts of interest and gifts is publicly available:

https://www.ethosfund.ch/sites/default/files/2016-07/20160620_CodeOfConduct_EN.pdf

https://www.ethosfund.ch/en/news-and-publications/reports-publications (in French and German only)

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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