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27Four Investment Managers

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.

Responsible Investing is dealt with in our manager selection processes. Each manager is evaluated from their ability to add value through implementation of their responsible investing framework.

As a multi manager not managing assets directly, 27four assesses the responsible nature of each asset manager that we use to understand the importance that sustainable investing plays within their organisation. 27four recognises the importance of long term sustainable returns and as such part of our asset manager due diligence process is centred around the asset managers commitment to responsible investing and their ability to implement an analysis of Environmental, Social and Governance (ESG) factors into their processes.In addition 27four looks to understand all upcoming votes tabled at company AGMs and provide guidance to our clients on the issues at hand and the direction that we feel that they should vote where those clients have bespoke mandates.

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]

The due diligence process which is an analysis of the investment process. We listen to the manager talk through their process and philosophy and we also look through to the portfolio holdings to analyse the portfolio and ensure consistency between the holdings and the investment philosophy. We also have an operational analysis of the business which checkes that governance and compliance is world class.


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

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

URL/Attachment

URL/Attachment

URL/Attachment

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.

Conflict of interest is any situation in which 27four or its representatives has an actual or potential 
interest that may, in rendering a financial service to a client influence the objective performance of his or her obligations to that client; or prevent 27four or its representatives from rendering an unbiased and fair financial service to that client, or from acting in the interests of that client, including, but not limited to 

  • a financial interest; 
  • an ownership interest; 
  • any relationship with a third party.

The primary objectives of this Policy are: 

  1. To provide guidance on the behaviours expected in accordance with 27four standards; 
  2. To promote transparency and to avoid business-related COI; 
  3. To ensure fairness in the interests of employees and 27four; 
  4. To document the process for the disclosure, approval and review of activities that may amount to 
  5. actual, potential or perceived COI; 
  6. To provide a mechanism for the objective review of personal outside interests. 

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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