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IPM Informed Portfolio Management AB

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.

It is the policy of IPM that all business activities and business decisions are made in the best interests of the company and its clients where the client’s interest shall prevail when there is a (potential) conflict of interest relating to this policy. The company, as well as each employee involved in client related transactions shall always consider if a decision may lead to a conflict of interest, or if a decision may be regarded as such by clients or third parties.
If the measures that have been taken in order to avoid conflicts of interest are not deemed to be sufficient in order to provide the clients with reasonable guarantees that their interests may not be affected negatively, then IPM shall inform the client about the general nature of the conflicts of interest before IPM conducts any business on behalf of the client.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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