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Gemway

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.

Gemway decided to invest preferably in non cyclicals and in companies with lower dependance on subsidies. Therefore there is an investment focus on consumer, health, technology and telecom sectors. 

Given this investment focus, the environmental impacts, notably carbon emissions, are reduced.

Gemway has set an activity-based exclusion policy (on coal, nuclear energy, controversial weapon, fur) with a thershold of 5% sales for the product. Gemway also excludes companies undergoing human rights violations.

ESG incorporation is implemented in 3 ways :

1) a selection of investment universe based on ESG criteria leading the exclusion of 20% of universe

2) a monthly monitoring of ESG scoring of the portfolio and a check of minimal threshold

3) an engagement process integrated to the portfolio management, enabling to improve practices or leading to divestment

4) a half year reporting of ESG impacts (E : CO2 emissions, S : training hours; G : controversies)

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.

URL/Attachment

URL/Attachment

URL/Attachment

URL/Attachment

02.3. Additional information [Optional].

Half year ESG reportings is available for our clients upon request.


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.

We have a detailed procedure regarding conflicts of interest, as requested by our regulator AMF. In general, the interest of our fund unitholders will always prevail.

03.3. Additional information. [Optional]


SG 04. Identifying incidents occurring within portfolios (Private)


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