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Avanda Investment 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.

Avanda’s vision is to be an independent world-class fund manager that helps clients meet their long-term investment needs by bringing to bear our extensive investment expertise across multiple asset classes and geographic regions.

In line with our long-term orientation, we believe in the value of patient capital and do not allow our decision-making to be steered by short-term market volatility. Rather, we stay abreast of global political and economic developments, constantly analysing the macro environment to identify trends that may impact countries, industries and companies in the longer term. Environmental, social and governance (ESG) issues are an integral part of this analysis, as they have the potential to substantially impact progress on a sustainable, long-term basis, at the country, sector and company level.

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.

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 are restricted from investing in companies where our Partners are Board members. In addition, all employees are required to seek approval prior to being involved in any engagement externally that may result in conflicts of interest. Policies established for management of potential conflict of interests include our Personal Trading policy, Trade Allocation policy, and Gifts and Entertainment Policy.

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Not Completed)