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LocalTapiola Asset Management Ltd

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]

In quantitative strategies we don't conduct any in-house ESG analysis of the companies but instead take into account an ESG rating provided by a third party service provider, as one parameter of a total of five parameters in the model.

As to external managers, we score the managers on the basis of their RI policies and practices but don't conduct analysis on the underlying investments or aim to influence their investment decisions.


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.

LocalTapiola Asset Management's portfolio managers do not take own positions for our own accounts. Hence we only make investment decisions in order to benefit our clients. We have a written policy that determines the equal treatment of clients.

At companies' annual meetings, we may vote on behalf  of clients if requested to do so. However, if our client wants to raise an issue that is contrary to our view, we ask the client to proceed in the matter on their own accord.

Local Asset Management's operations are conducted separately from the rest of the insurance group. Our company's board is aware of and oversees any board memberships by the staff. In case of conflicts of interest, a person in question will recuse him or herself regarding the company in question.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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