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IBS Capital Management B.V.

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.

IBS investment strategy for individual lines sets out for two types of companies:

- Quality;

- Value.

These companies should be aligned with our sustainability policy which is supported by the screening method of MSCI ESG Research.

Thereby, IBS is a member of the Dutch Association of Investors for Sustainable Development (VBDO). Since the last quarter of 2018 IBS has partnered up with VBDO to actively engage with companies.

The selection and monitoring of external managers accounts for ESG factors and real economy impact by investing in those managers which do not breach the UN Global Compact and do not invest in onethical sector such as tobacco.

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

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.

IBS is fully independent and the majority of shares are owned by the company´s partners. We are not involved in capital market operations. We have many internal guidelines and procedures in place that enable us to control the conflicts of interests identified. Monitoring and maintaining these guidelines and procedures is part of our standard processes. 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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