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InsingerGilissen Bankiers N.V. (Delisted)

PRI reporting framework 2020

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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.

Client interests are paramount. We value transparency, our integrity, our professionalism, and prudent investing on our client's behalf.  We may diverge from the market consensus, we base our decisions on fundamental research, we have a strong bias towards quality as we believe that it has a better risk/return profile in the long-term, and we are fully conscious of the costs that weigh on investment returns.

In this context, we believe that Responsible Investment must be an integral part of our business. We strive to take into account the consequences of our investment decisions, and we believe that investing responsibly can improve the long-term risk/return profile for our clients, leads to more resilient investment portfolios, and can deliver both societal and financial returns.

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]

Our Responsible Investment Policy has five main elements:

1. Minimum ESG requirements

Controversial weapons;
EU weapon embargoes; and
UN Global Compact principles.

2. Active Ownership

Voting at shareholder meetings to advance good governance and to support action on material ESG risks;
Engaging with companies (both equities and fixed income investments) on relevant issues concerning the UN Global Compact principles, governance, and material ESG risks; and
Engaging with external fund managers.

3. Exclusions

When engagement is not feasible.

4. ESG integration: the systematic application of ESG factors in:

Security analysis/selection;
Portfolio construction; and
Risk management.

5. Reporting

Reporting on RI policy, RI activities, ESG performance; and
Adhering to relevant industry standards.

 

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.

We follow the Dutch Banking Code ("Code Banken") covering compensation policies among a wide range of other topics.  There are also extensive controls on employee trading.  This is monitored on a regular basis by the Compliance Department.

Further, all employees are subject to the InsingerGilissen policy on conflicts of interests

https://www.insingergilissen.nl/en/Juridische-informatie/Voorwaarden-Private-Banking

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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