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IVO Capital 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.

The investment strategy and responsible policy applies to "Listed fixed income or assimilated from private or public issuers" asset class only, through IVO Fixed Income EUR Fund and mandates’ direct lines, which represents 60,5% of the total AuM as of December 2018 31st. As the very specific characteristics of litigation finance require a dedicated expertise to conduct ESG analysis, we do not apply yet ESG criteria to this asset class.

The FI fund follows a Global High Yield bond strategy with a focus on Emerging Markets, employing a fundamental approach to benefit from mismatches between bond yields and the intrinsic credit quality of their issuers. The fund´s contrarian and opportunistic approach aims to acquire bonds at discounted valuations. The strategy employs a high conviction approach to explore the entire spectrum of the listed universe within the bond market, without geographic constraints.

We intend to deliver attractive returns by selecting:

  • low leveraged companies with high exposure to USD;
  • in countries affected by temporary macro-economic pressure;

while taking into account ESG criteria:

  • through our analysis process and investment decision;
  • by excluding companies with no responsible policy in controversial sectors;
  • by engaging with companies to encourage better impact on society and environment.

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.

URL/Attachment

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

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.

IVO CAPITAL PARTNERS has set up a system for the prevention and management of conflicts of interest which in particular provides for:
- the identification of natural or legal persons as well as professions that may have conflicts of interest with holders or principals;
- identification of potential conflict of interest situations, including the development of risk mapping in this area;
- measures taken for the prevention of conflicts, particularly with regard to incompatibilities of functions;
- the formalization of relations between the business lines concerned and the management activity;
- the implementation of a conflict of interest management policy, including procedures for alerting and resolving conflicts;
- a specific permanent control system for both the 1st and 2nd levels;
- information, if any, of principals and holders in the event of a proven conflict.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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