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Altrafin Group

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.

Altrafin pursues a long-term, flexible and themed 'top-down' investment approach with a focus on risk-adjusted returns. Great emphasis is placed on risk management during both, the building and day-to-day management of a portfolio. Actively managing asset allocation (cash, bonds,  equities, currencies) is a key aspect of our financial portfolio management. Once the 'top-down' investment themes have been determined, the portfolios are populated with the following investment instruments: Individual securities (equities, bonds), ETFs (passive exchange-traded funds), specialised targeted funds (for niche markets/themes/sectors). ESG factors are integrated in in the investment process firstly via an exclusion process, secondly via an internal ESG Score (per asset classes) and a consolidated  ESG portfolio reporting (on a clients’ demand Altrafin performs individual ESG portfolio ratings).

 

 

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.

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

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.

Conflicts of interest are to be prevented and managed by organisational measures that follow the relevant legislation strictly.

If this is not possible in individual cases they have to be disclosed at once and to all involved stakeholders. Especially, no action is to be taken against the interest of a client.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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