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Montagu Private Equity

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

URL/Attachment

URL/Attachment

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.

Montagu, as an AIFM and FCA registered entity, is required to identify and manage conflicts
of interest which arise or may arise in its business. Montagu’s investment
professionals are not directly remunerated on the basis of specific investment recommendations and Montagu obtains investment research only from independent providers of
investment research and analysis to ensure that when they make investment
decisions/recommendations they are not influenced by any conflicts of interest.

Montagu personnel must gain the prior agreement in writing of the Chief Executive if they
wish to enter into a business partnership, take up an external (non-Montagu
related) directorship, engage in any other business, and/or take any
remunerative position outside Montagu.

All Montagu Staff should inform the Company Secretary and the Compliance
Officer of any directorships or other offices held by them. Montagu will maintain
a database of all such interests to enable it to identify and manage any actual
or potential conflicts of interest that may arise as a result. Potential conflicts
arising from the holding of an external office by Montagu Staff will be managed
by disclosure where possible and appropriate.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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