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Incentive AS

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 overall objective of the investment activity is to achieve long-term capital appreciation. The investment strategies are based on fundamental research combined with the portfolio- and risk management skills of the Investment Manager.

Sustainability is essential to our investment and portfolio management processes. That is why we have developed a Sustainability Framework and integrated sustainability analysis into our bottom-up research process. Our main commitment, and the purpose of the Sustainability Framework, is to identify and promote good corporate governance on sustainability issues.

For further details, please refer to our sustainability policy.

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

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.

Our internal rules and regulations has a policy regulating conflicts of interest.

The purpose of this policy is to ensure that conflicts of interest are appropriately managed and to prevent, to the extent possible, potential conflicts of interest from arising. The policy covers factors that may give rise to conflicts of interest, procedure on how to manage conflicts of interest, documentation etc. In addition, there is a spesific section covering how to manage conflicts of interest in connection with portfolio management.

03.3. Additional information. [Optional]


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


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