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Idinvest Partners (Delisted)

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.

From its belonging to the Allianz Group for many years, Idinvest Partners has maintained a quality know-how and discipline related to ethics monitoring and internal control practices.

Among the contents of its Code of Ethics, Idinvest Partners defines overall rules to avoid conflicts of interest between its different business lines. Consequently, Idinvest Partners manages its conflicts of Interest on the basis of :

  • Completely independant business lines in terms of process, technical and human means, and procedures.
  • Back office and investment teams entirely dedicated to each business line, with an independant reporting line.
  • Appropriate controls carried out by persons belonging to a distinct operational department of the one that initiated the operation.
  • Information systems and reporting dedicated to each business line.

To support this process, Idinvest Partners has a  dedicated person in-house in order to identify, to monitor and to manage accurately every potential conflicts of interests.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)