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CBL Asset management

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.

The Company believes that environmental, social and governance (ESG) factors may affect the value of the investments made by the Company over time. The Company shares the view that by integrating the ESG factors in asset management, the return on investment grows or the impact is neutral at a lower overall risk level, as demonstrated by academic research. Moreover, integrating ESG factors into the asset management process contributes to a sustainable development of the world.

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

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.

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.

Specific conflict of interest regarding sustainability issues is the following: The Company identifies the types of conflicts of interest that might arise in relation to sustainability considerations, particularly using its voting rights at the shareholders’ meetings of the respective entities, and takes measures to prevent, manage and disclose such conflicts of interest. 

General policy regarding conflict of interest is here: https://www.citadele.lv/files/mifid/invest_conflict_en.pdf

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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