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Korkia Asset Management Oy

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

Other description (1) We are currently in the process of formalizing an integrated responsible investment approach to the current investment approach at Korkia. In addition, we have developed a new set of sustainability-themed model portfolios.
Other description (2) To date, we are carefully analyzing and testing third-party providers of ESG information and identifying how to integrate these resources into the Korkia Investment process.

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.

Clients are able to achieve broad diversification and asset allocation with investments in a variety of fund categories that are aligned with their risk and return profile. As an independent service provider, we do not directly manage our own funds, giving us access to exclusive competencies and avoiding investment decisions which could result in a conflict of interest.

In addition, part of the investment approach involves active collaboration with external fund managers and partners to gain greater oversight in market developments and minimize downside risk.

Our acknowledgment of newer trends in corporate investments, broadly in the field of sustainability investments is an important issue that we take seriously. Sustainable investment issues are important given the rise and quality of environmental, social and governance information. The rise of pressing global challenges along with the increasing number of companies disclosing sustainability information are trends that are worth noting to achieve favorable long-term returns and the stability of customers’ investments.

As we gradually develop a responsible investment framework to complement our existing investment strategy, we remain dedicated in guiding our customers’ investments while engaging with financial instruments(funds) that are committed to taking into account the materiality of environmental, social and governance issues.

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]

Our investment team is in the process of developing and formalising the investment process to cover our responsible investment approach and expectations.

01.6. Additional information [Optional].

          At this stage of the design of the responsible investment framework, we are currently studying and implementing access to additional market data analytics and internal resource capabilities that will be part of an updated investment approach.
        
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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].

We manage client model portfolios on a discretionary basis. The type of responsible investment-related information that will be publicly disclosed is currently being discussed and developed internally. 


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.

Korkia asset management team have procedures in place on dealing with potential conflicts of interest in the investment process. Korkia’s lawyers and compliance team is always involved before disclosing any information regarding conflicts of interest for the clients in question.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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