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AEW Europe

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.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.4. Indicate what norms you have used to develop your 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

New selection options have been added to this indicator. Please review your prefilled responses carefully.

02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

URL/Attachment

02.4. Additional information [Optional].

Our policy is currently being updaed


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.

The firm’s compliance teams are involved at various stages of the investment process, which is designed to ensure that proposed investments are sourced, negotiated and executed in a manner which minimizes the risks inherent with real estate investments.

In particular, all potential investment opportunities are entered into AEW Europe’s proprietary Pipeline Tracking System (PTS). The data base is constantly updated by AEW Europe’s investment teams and new deals entered on PTS are reviewed every week by AEW Europe's Deal Allocation Committee. New deals are allocated to clients on the basis of their investment objectives. In case of conflict of interest, in the event that any deal is of interest to more than one client then a rotational system is applied by the Compliance Department and the deal is allocated to the client who has gone the longest without being allocated a deal.

A number of other policies and procedures are in place that are required to be followed at various stages of the investment process which are designed to address a number of legal and regulatory requirements relating to anti-money laundering, fraud and bribery prevention, selection of third party advisers and conflicts of interest.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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