This report shows public data only. Is this your organisation? If so, login here to view your full report.

de Pury Pictet Turrettini & Cie

PRI reporting framework 2020

Export Public Responses
Pdf-img

You are in Indirect - Inclusive Finance » Contractual agreements and mandate design

Contractual agreements and mandate design

IFI 03. Including issues referred to in the PIIF

03.1. When agreeing contracts and designing mandates with investment managers, in the process, indicate if you consider including the following issues referred to in the PIIF:

Actively supporting retail providers to innovate and expand the range of financial services to low-income people (Principle 1)

Describe and indicate how.

Innovation is paramount.

We actively promote innovation and do it ourselves if we feel we have the right skills and demand.

Integration of client protection in investment policies and practices (Principle 2)

Describe and indicate how.

This is a key element of inclusive finance.

Treating investees fairly with appropriate financing needs that meets demand, clear and balanced contracts and fair processes for resolving disputes (Principle 3)

Describe and indicate how.

This is a key element of inclusive finance.

The inclusion of ESG issues in investment policies and reporting (Principle 4)

Describe and indicate how.

Transparency on process but essentially on outcomes is encouraged.

Active promotion of transparency in all aspects (Principle 5)

Describe and indicate how.

Transparency on process but essentially on outcomes is encouraged.

Striving for a balanced long-term social and financial risk-adjusted return that recognises the interests of clients, retail providers and investors (Principle 6)

Describe and indicate how.

This is a client dependent issue.

Collaborating to set harmonised investor standards that support the further development of inclusive finance (Principle 7)

03.2. Additional information. [Optional]


Top