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Mercier Vanderlinden Asset Management

PRI reporting framework 2020

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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.

At Mercier Vanderlinden Asset Management (MVAM) ethical principles are fully integrated in our philosophy and mentality. We are convinced that "sustainability" is not best achieved by merely avoiding certain sectors or companies in the portfolio, but rather by actively reflecting and engaging on the necessary topics. This active ethical behaviour is realised in both the management of the entrusted assets as well as the organisation of MVAM itself. In addition, as a boutique house, we use trusted, third-party enterprises such as Sustainalytics in order to safeguard our ethical and sustainability principles with a bigger impact than could be achieved by doing it alone. 

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.

As a licensed investment firm, we are subject to a large number of laws and regulations. We have an extensive policy to manage potential conflicts of interests, where issues can be escalated to our Compliance Officer. Furthermore, any investment staff is required to sign our integrity policy upon the start of their employment, dealing with areas such as personal dealing, insider information and other key ethics and integrity matters. These aspects are also dealt with in the Procedure Book on Compliance.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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