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RAISE

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.

RAISE integrates environmental, social and governance (ESG) criteria into its investment process.

In 2019, RAISE has appointed an ESG committee made of 7 team members in order to define 94 ESG KPIs (43 are quantitative and 51 are qualitative) and chose a specific reporting tool dedicated to assessing the ESG performance of the portfolio.

RAISE started this new ESG assessment and approach for the reporting year of 2019. It was a huge step forward for the ESG policy of RAISE since it was launched in 2014.

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]

RAISE's ESG committee has set 7 priority objectives of improvement for the companies of its portfolio regarding ESG :

1/ Encourage and check the presence of women at Executive Committees and Supervisory Boards

2/ Encourage companies to calculate their carbon footprint and recommend some dedicated tools in order to do so

3/ Encourage the presence of independent members art the Supervisory Boards.

4/ Support women's employment

5/ Encourage training programmes of employees

6/ Appoint or recruit an CSR manager at the company level

7/ Encourage employee ownership in the company in order to share the value created and create a common destiny.

 

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.

RAISE Conseil has implemented a dedicated policy relating to the management of conflicts of interest in its investment process based on the French financial regulations:

- Risks of conflicts of interests cartography
- Detection of potential conflicts of interests disposal
- Recourse to a dedicated strategic committee
- Register of conflicts of interests
- Communication

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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