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COGEFI Gestion

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.

"Beyond fashions, bring a horizon to your investments"
The management style is guided by PM' conviction

ESG factors allow to get a deeper vision of a company. Thus, a better understanding of the intrinsic quality and earnings growth sustainability.
In short, taking into account relevant ESG factors improve the trade-off risk/return.

In addition, in the fixed income space, green bond investmnent is considered as a direct impact instrument.

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]

- Internal ESG reporting of every funds

- Proprietary extra-financial analysis dashboard

- Exclude companies linked to Controversial Weapons (ie, Cluster weapons, White Phosporus weapons, Depleted Uranium) and the Tobacco industry

- A global ESG score is attributed to companies within our investment Universe (main data provider : Vigeo Eiris)

- A specific RI approach has been developed for one fund: Exclusion of 20% of initial universe, best in class approach to select the ESG top players

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

Attachment


02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

URL/Attachment

File 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.

If any conflicts of interest arise, they will be managed in the interest of the customer (thus, in an equitable manner and by providing him with complete and adapted information).

Cogefi takes all reasonable measures to prevent situations of conflict of interest by putting in place procedures for the detection, management and limitation of their impact in the interest of the company's customers.

Cogefi has identified situations likely to reveal conflicts of interest taking in account its size, organization, nature, importance and complexity of its activity.

Link n°1 : https://www.cogefi.fr/files/upload/file/Informations_r%C3%A8glementaires/Politique_de_gestion_des_conflits_d_interets_de_COGEFI_GESTION_2018.pdf

Link n°2 : https://www.cogefi.fr/files/upload/file/Informations_r%C3%A8glementaires/Politique_de_prevention_et_de_gestion_des_conflits_d_interets_et_liste_des_sous-conservateurs_de_COGEFI.pdf

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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