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de Pury Pictet Turrettini & Cie

PRI reporting framework 2018

Export Public Responses

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IFI 02. Due diligence policies and/or procedures for the selection of external investment managers

02.1. Indicate if you have due diligence policies and/or procedures in place for the selection of external investment managers in inclusive finance that take their approach to the following responsible investment issues (PIIF Principles) into account:

Actively supporting retail providers to innovate and expand the range of financial services available to low income people (Principle 1)

Integration of client protection in investment policies and practices. (Principle 2)

Treating investees fairly with appropriate financing that meets demand, clear and balanced contracts, and fair processes for resolving disputes. (Principle 3)

The inclusion of environmental, social and corporate governance (ESG) issues in investment policies and reporting. (Principle 4)

Active promotion of transparency in all aspects. (Principle 5)

Striving for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors. (Principle 6)

Collaborating to set harmonised investor standards that support the further development of inclusive finance. (Principle 7)

02.2. Additional information. [Optional]

As a direct consequence of economic globalisation, microfinance is one of our main topcis of interest. It has led to our taking part in the creation of a company specialised in that field Blue Orchard Finance S.A. which provides sound returns within a responsible finance framework.