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Quoniam Asset Management GmbH

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.

Our approach to responsible investing is based on international standards that we support and promote. As an active portfolio manager we invest on behalf of our clients and our main objective is maximise value added on a risk adjusted basis. We foster reponsible investment as a key tool to support long-term sustainable business and economic development. In this context we consider ESG factors to have both financial and nonfinancial impact, and we employ such factors in addition to purely financial data in our investment process. We encourage companies to promote responsible business practices and good corporate governance in order to maximize their value in the long term.

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]

Quoniam is acting as a portfolio manager in a variety of different setups. The policy componets listed in SG 01.2 are applied wherever Quoniam is mandated to execute them.

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].

Aspects of climate change are not adressed explicitly in our publicly available responsible investment policy. Nevertheless, we are signatory of the Global Investor Statement on Climate Change (GISoCC) and disclose the carbon footprint of the portfolio due to our commitment supporting the Montreal Carbon Pledge.  


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.

The policy on managing potential conflicts of interest in the investment process is part of our Code of Conduct. Quoniam has adopted the BVI Rules of Conduct (BVI Wohlverhaltensregeln), which are published by the German Association of Investment Management (BVI) and is also committed to the Efama Code of External Governance. Acceptance of these guidelines is mandatory for all employees and includes rules on personal securities trading, acceptance of gifts and entertainment, money laundering, compliance with laws, regulations and company policies, and prohibits payments and contributions.

Additionally, Quoniam has a proprietary policy on conflicts of interest disclosed to public. In this proprietary policy potential conflicts of interest are defined, principles are phrased and measures are taken in order to avoid conflicts of interest.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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