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Smalt Capital

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.

 

ACG Management :

- a mis en place des outils visant à mesurer la sensibilité des chefs d'entreprises à la prise en compte de critères ESG pour la gestion et le développement de leur société.

-prend en compte les questions ESG dans le processus d'analyse des investissements via la mise en place d'un questionnaire ad'hoc.

-receuille, pour les investissements dans des PME non cotées, l'engagement contractuel du Dirigeant de s'incrire dans une démarche de progrés.

 

 

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

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.

Fiche ad'hoc complétée et argumentée par les équipes d'investissement et soumise au RCCI

Les fiches signées par le RCCI sont consignées dans un registre dès lors qu'un conflit d'intérêt potentiel ou avéré est identifié.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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