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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 (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.

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)