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ESG Portfolio Management

PRI reporting framework 2019

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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.

ESG Portfolio Management is an asset manager for investment funds and segregated accounts, which are embedding the Sustainable Development Goals (SDGs) of the United Nations.

ESG (Environmental, Social and Governance) criteria are considered in the security analysis and selection process besides the economic and financial quality.

The fund management engages actively to improve the issuers‘ ESG quality.  For this purpose the fund managements enters a constructive dialogue with the management.

Sustainability investing is integral to ESG Portfolio Management’s strategy.  We are convinced that integrating environmental, social and governance (ESG) factors results in better-informed investment decisions which should result in higher risk adjusted returns. In addition we aim to increase the positive impact regarding the sustainable development goals (SDGs) and constantly work to reduce the CO2 emissions of our portfolio holdings further.

 

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]

Potential investments are excluded when the companies are in the business of controversial weapons or nuclear energy, or if the companies generate more than five percent of sales in the areas of alcohol, coal, gaming, oil, pornography, tobacco or weapons.

We require a minimum MSCI ERG rating of BBB. We aim to achieve a MSCI ESG score for every portfolio above 7.5.

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.

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. 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.

Client interests have the highest priority. ESG Portfolio Management has very transparent rules regarding exclusions, ESG and SDG implementation.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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