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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. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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. 補足情報。 [任意]


SG 04. Identifying incidents occurring within portfolios (Private)


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