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Formuepleje

PRI reporting framework 2020

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.

Formuepleje's goal is to generate an attractive long-term risk-adjusted return for our investors, and we believe that the consideration of environmental, social and governance-related (ESG) issues play an important role in achieving this goal. Formuepleje believes that investing in companies, who both understand and handle ESG-related issues, will result in a higher risk-adjusted return. Furthermore, a long term responsible return of investment is supported by a dialog-based discussion with companies in which Formuepleje invests. Hence, Formuepleje integrates ESG-issues as a part of the investment process and believes collaborative engagement is the most efficient way to participate to a healthy financial system. The majority of the funds Formuepleje manages are either UCITS or AIFs for retail clients. Hence, Formuepleje generates a wide range of public information, which among other things includes a description of the investment strategy for the respective fund.

 

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].

          
        

SG 01 CC. Climate risk (Private)


SG 02. Publicly available RI policy or guidance documents

 

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.

Formuepleje’s Conflict of Interest Policy applies to conflicts that may arise across all departments in any investment process within Formuepleje. 
The policy is not specifically linked to ESG/RI but represents all aspects of the organisation.
Formuepleje also has clear guidelines when it comes to employees’ private investments. All trades must be approved by the compliance department and any employee closely related to the investment process must report his/her transactions with a 30-day holding period requirement. Formuepleje thereby eliminates any conflict of interest occurring between the overall investment strategy and the individual employee.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Not Completed)


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