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Zadig

PRI reporting framework 2018

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

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, and how they consider ESG factors and real economy impact.

Zadig Asset Management (“Zadig”) is committed to maintaining an investment approach that incorporates environmental, social, and corporate governance (“ESG”) in a comprehensive manner in order to safeguard the interests of our clients.

Zadig provides investment management services to institutional and individual investors around the world. Zadig, as a fiduciary to our clients, seeks, at all times, to act in our clients’ best interests and treat each client fairly. This duty at Zadig has always been interpreted as the best financial interest of the client, and this principle underlies all aspects of Zadig’s investment processes. We recognise that a company’s ESG practices, whether good or bad, can affect its valuation and financial performance. As a result, we take ESG issues into consideration when making investment decisions. We utilise internal and external resources to assist us in analysing ESG issues, engage with companies in which we invest, and when authorised, normally vote proxies on all resolutions. 

01.5. 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

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

02.3. Indicate if your organisation’s investment principles, and overall investment strategy is publicly available

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.

We have a PA dealing policy in place within the Company. All employee must request approval from the Compliance officer before executing an equity trade (investment universe of the accounts under management).

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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