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COGEFI Gestion

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy


SG 01. RI policy and coverage


01.1. 責任投資アプローチをカバーする投資ポリシーを策定しているかどうかを明示してください。

01.2. ポリシーの構成要素/種類と対象範囲を示してください。


01.3. 投資ポリシーが以下のどの項目をカバーしているか明示して下さい:

01.4. 組織の投資原則および全体の投資戦略、受託者義務(または同等のもの)の解釈、ならびに、ESGファクターおよび実体経済の影響をどのように考慮に入れているかについて説明してください。

"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. 責任投資アプローチをカバーする組織の投資ポリシーの重要な構成要素、バリエーション、例外事項を簡潔に説明してください。[任意]

- 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. 補足情報 [任意]


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。





02.2. 一般に入手できる組織の投資ポリシー文書を記載してください。その文書のURLを記入し、該当文書を添付してください。




02.3. 補足情報 [任意]

SG 03. Conflicts of interest

03.1. 組織として、投資プロセスにおける潜在的な利益相反を管理するポリシーを策定しているかどうかについて明示して下さい。

03.2. 投資プロセスにおける潜在的な利益相反を管理するポリシーについて説明してください。

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 :

Link n°2 :

03.3. 補足情報 [任意]

SG 04. Identifying incidents occurring within portfolios (Private)