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Berner Kantonalbank

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.

Sustainability has been an important and integral element of our corporate culture for decades. As such, beside economic criteria, ecological and social aspects were part of our investment decision process for a long time. As a sustainable investor we want to contribute to the sustainable development and be an active member of the investment community in this area. We have implemented general screens (controversial weapons, UN Global Compact) and implement voting for all investment strategies . Furthermore, our dedicated sustainability approach has additional exclusion and best-in-class criteria. Moreover, in 2020 we will implement ESG-integration for all conventional investment strategies.

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

URL/Attachment

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

URL/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.

Conflicts of interest are addressed with several measures. The sustainable investment universe is defined separately from the portfolio management. Moreover, BEKB has formal guidelines regarding insider trading and compliance in place. 

03.3. Additional information. [Optional]


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


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