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Finance in Motion GmbH

PRI reporting framework 2017

You are in Direct - Inclusive Finance » PIIF Principle 6: Balanced returns

PIIF Principle 6: Balanced returns

IFD 28. How social performance of investees affects decision making and portfolio management

Possible action:

Strive for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors.

28.1. Indicate if the social performance of investees affects your:

Investment decision making

28.2. Explain how social performance of investees affects investment decision making.

Social Performance (or broader: adherence to responsible finance practices) is checked during the Due Diligence process. This includes whether returns, interest rates and growth rates are
appropriate to the institution's particularity (effectiveness of management, governance etc) and to
the particularities of the sector (overheating, availability of credit bureaus, use of credit bureau
data etc). It also includes environmental and social aspects. The observations during the Due Diligence process affect the resuts of the investment decision.

Portfolio management

28.3. Explain how social performance of investees affects portfolio management.

The data from the Responsible Finance Assessments are stored in a centralized database and analysed over the entire portfolio.

28.4. Additional information. [Optional]


IFD 29. Staff incentives linked to social performance measures (Private)


IFD 30. Collecting data regarding social outcomes of investees work (Private)


IFD 31. Incentivise investees to track social performance (Private)


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