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B&I Capital AG

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.

In our investment philosophy we believe that the primary driver of investment return is the 'total return' (current dividend yield plus future dividend growth). We therefore intensively study potential investments to determine and understand the magnitude and source of the total return. We are also convinced that a well-conceived ESG policy should enhance, among others, dividend growth and thus enhance the total return as well as the investee's sustainability. We believe this contributes to the overall sustainability development of the real estate sector and positively impacts the real economy. 

Our investment strategy is to maximize the total return potential across all our portfolios in order to deliver a long-term, risk-adjusted outperformance to our clients through an exposure to multi-class real estate ownership globally predominantly via the REIT and Developer markets. We invest in our portfolios alongside and on the same terms as our clients as we believe this is the ultimate way to align ours and our clients' interests. 

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.

The company's Code of Conduct manages and minimizes the potential conflicts of interest. For example, the Code prohibits employees to trade securities from the company's investable universe, trade on insider information, exploit arbitrage opportunities anyhow associated with our funds, etc. Additionally, a Conflict of Interest register analyses all potential conflicts of interest that have been identified and how they are mitigated.

03.3. Additional information. [Optional]


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


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