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Société d'assurance-vie inc. (SSQ)

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].


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.

There is a Conflict of interest and Gifts policy stated in the employee Code of Professional Conduct.  It states that an employee must avoid conflict of interest or the appearence of conflict of interest and must act in the best interest of the firm in when dealing with colleagues, clients, suppliers, consultants and competitors.  If a conflict of interest arises, an employee must provide all details to the immediate superior.

It also states that an employee cannot accept gifts, invitations nor services or benefits if such gifts affect the employees objectivity, goes against laws and commercial practices or raises controversy if it were to become public knowledge. If in doubt, an immediate superior must be consulted.

Our investment policy also addresses issues regarding conflicts of interest.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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