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Mandarine Gestion

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.

Since its création in 2008, Mandarine Gestion created funds in line with one major principle: to be in line with the real economy. The overall strategy was to create different expertises (value, growth, ESG, solidarity, asset allocations) in order to embrace all aspects of the real economy.

Mandarine Gestion has developped what we call "ESG Integration" for all of its funds. That is to say that ESG information is provided in the front office tool to every portfolio manager, both at portfolio and company level. A good understanding of controversies that may impact companies are outlined.

Overall ESG factors are taken into account for the majority of the AUMs at Mandarine Gestion.

In addition to ESG integration, Mandarine Gestion has now 4 SRI-labelled funds. They account for one third of AUM.

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.

http://www.mandarine-gestion.com/fileadmin/user_upload/Documents_Reglementaires/MandarineGestion_Conflitsd_int%C3%A9r%C3%AAts.pdf

 

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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