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Quilvest & Partners

PRI reporting framework 2019

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, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Taking the right investment decisions while managing risks, are at the core of Quilvest’s business. To approve the best opportunities, that eventually will generate the highest risk-adjusted performance we are convinced that Environmental, Social and Governance factors must be considered.

Quilvest's Responsible Investment Policy sets the principles for how Quilvest ensures the long-term sustainability of its operations and by doing so strengthens the long-term relationship with the customers, investors and business partners as well as Quilvest’s contribution to a greater good. The policy aims to support Quilvest and its employees in performing their work and decision-making.

Responsible Investment means taking responsibility for the impact Q&P has on its surroundings. It encompasses the ability to be a credible and reliable partner, which acts in the best interest of customers, investors and business partners and ethically and responsibly towards society. Human rights, employee rights, environmental responsibility and anti-corruption and bribery are included in the decision-making processes to contribute to sound financial markets. Responsible Investment is at the core of the business development, and the way of creating value. Quilvest is committed to integrate sustainability into its operations relevant processes.

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]

01.6. Additional information [Optional].

          
        
I confirm I have read and understood the Accountability tab for SG 01 I confirm I have read and understood the Accountability tab for SG 01

SG 01 CC. Climate risk (Not Applicable)


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.

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

02.3. 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.

When identifying, preventing and managing conflicts of interests, the following aspects are generally acknowledged:

- The primary goal is to identify the relationships, services, activities or transactions in which conflicts of interests may arise and prevent them from arising;

-  If a conflict of interests situation has arisen or seems likely to arise, the situation should be actively handled, and where relevant, it should be considered if the conflict of interests should be disclosed to the Client(s) involved;

- The relevant persons’ awareness of actual and potential conflicts of interests and the procedures to handle them should be highlighted.

In each identified situation, as listed above:

-  The Chief Compliance Officer monitors the conflict of interest policy and procedures for administrative and operational activities of the Group;

-  The Chief Compliance Officer and the Management propose appropriate measures when an Employee is involved;

-  The Audit Committee and the Management take appropriate measures subsequently when a Director or the Management is involved;

-  The Audit Committee and the Management ensure that all new activities and products are analysed in order to detect potential conflicts of interest.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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