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Silk Invest Ltd.

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.

Bottom-up focus on business models. Local context in under-researched environment. Team approach but with clear decision making. Structural bias away from risk. Quantitative tools facilitate decisions. Focused portfolio. GARP with clear emphasis on Growth. Benchmark agnostic. Focus on outperformance with lower risk. 


Unique internally developed framework to quantify ESG standards of all companies. 6 Factors including management, governance and impact.
oControversial Weapons
oNuclear
oCoal (no direct mining exposure)
oMining (soft factor for real assets fund)
oTobacco
oPornography
oGaming
oAbortive Medicines (since 2013)
 

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.

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].


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.

GENERAL STATEMENT

 

Silk Invest Limited (SIL) has comprehensive procedures in place in order to identify, monitor, manage and where applicable disclose conflicts of interest that may exist. The effectiveness of all these controls is monitored on an ongoing basis.

 

RECORD KEEPING OF CONFLICTS:

As part of our practice, we will maintain a record of conflicts of interest and our approach to managing them within this document. We will continue to monitor our business and any newly identified conflicts will be disclosed by updating this policy document.

 

MANAGING CONFLICTS

To ensure conflicts are identified, considered and mitigated, policies and SIL procedures are embedded throughout SIL business culture. Our employees undergo regular training and receive guidance where conflict situations may arise. The management team are responsible for ensuring that their teams have robust controls in place to identify and manage risks which arise. We also have a conflicts register on which details of conflict situations are recorded as well as details of the controls which have been put in place to mitigate potential issues of conflicts.

 

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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