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MONETA ASSET 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.

Stock picking consists of selecting stocks according to their own characteristics and not their membership of a sector or an index. Our investment process is rigorous and based on in-depth and autonomous financial research. This enables us to think independently, remain realistic and have varied investment ideas adapted to market conditions. Our range of equity funds is deliberately narrow and all of our funds have a single objective: performance. We are equity markets specialists and this is where we focus.

Our approach is based on fundamental analysis and is divided into 3 steps: UNDERSTANDING THROUGH FINANCIAL ANALYSIS, USING OUR JUDGEMENT TO VALUE COMPANIES, ACT ACCORDING TO OUR CONVICTIONS.

Our approach also take care of 3 significant themes: Corporate Governance, Sustainable Development and Social Action. All these themes are described on our website.

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.

https://www.moneta.fr/fileadmin/user_upload/Informations_reglementaires/2019.07.01_Conflict_of_interests_prevention_and_management.pdf

03.3. Additional information. [Optional]


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


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